Oakwell Private Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Oakwell Private Wealth Management’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.66M	Buy	122,244 +1,604	+1%	+$127K	1.6%	11
2026 Q1	$9.56M	Buy	120,640 +4,471	+4%	+$356K	1.71%	11
2025 Q4	$9.26M	Buy	116,169 +8,987	+8%	+$717K	1.73%	11
2025 Q3	$8.57M	Sell	107,182 -2,111	-2%	-$168K	1.72%	11
2025 Q2	$8.69M	Buy	109,293 +9,821	+10%	+$774K	2%	10
2025 Q1	$7.85M	Buy	99,472 +5,473	+6%	+$429K	2.17%	10
2024 Q4	$7.33M	Buy	93,999 +14,465	+18%	+$1.13M	2.06%	11
2024 Q3	$6.32M	Sell	79,534 -16,144	-17%	-$1.27M	1.82%	13
2024 Q2	$7.39M	Buy	95,678 +14,910	+18%	+$1.15M	2.09%	12
2024 Q1	$6.24M	Buy	80,768 +14,274	+21%	+$1.1M	1.9%	13
2023 Q4	$5.14M	Buy	+66,494	New	+$5.04M	1.8%	13

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Oakwell Private Wealth Management's VCSH Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.3% in Q2 2026, buying an estimated $127K and bringing the position to 122,244 shares worth $9.66M. The position accounts for 1.6% of the portfolio, ranked #11.

Oakwell Private Wealth Management first reported a position in VCSH in Q4 2023 and has held it in 11 quarters since. 1,469 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

Oakwell Private Wealth Management held 122,244 shares of Vanguard Short-Term Corporate Bond ETF worth $9.66M as of Q2 2026.
Oakwell Private Wealth Management bought 1,604 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $127K.
Vanguard Short-Term Corporate Bond ETF made up 1.6% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #11 holding.
Oakwell Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,469 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.