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Octavia Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Octavia Wealth Advisors’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 		$1.09M Sell
13,796
-2,474
-15% -$196K 0.09% 71
2026
Q1 		$1.29M Buy
16,270
+498
+3% +$39.7K 0.12% 64
2025
Q4 		$1.26M Sell
15,772
-495
-3% -$39.5K 0.12% 70
2025
Q3 		$1.3M Buy
16,267
+1,215
+8% +$96.6K 0.13% 67
2025
Q2 		$1.2M Sell
15,052
-1,196
-7% -$94.2K 0.14% 63
2025
Q1 		$1.28M Sell
16,248
-224
-1% -$17.6K 0.16% 61
2024
Q4 		$1.28M Sell
16,472
-850
-5% -$66.7K 0.16% 62
2024
Q3 		$1.38M Sell
17,322
-494
-3% -$38.8K 0.17% 62
2024
Q2 		$1.38M Buy
17,816
+2,203
+14% +$169K 0.19% 61
2024
Q1 		$1.21M Sell
15,613
-1,654
-10% -$128K 0.18% 65
2023
Q4 		$1.34M Sell
17,267
-2,038
-11% -$154K 0.24% 57
2023
Q3 		$1.45M Sell
19,305
-1,495
-7% -$113K 0.29% 45
2023
Q2 		$1.57M Buy
20,800
+2,047
+11% +$156K 0.32% 42
2023
Q1 		$1.43M Sell
18,753
-71,723
-79% -$5.43M 0.32% 43
2022
Q4 		$6.8M Buy
90,476
+916
+1% +$68.5K 1.68% 20
2022
Q3 		$6.65M Buy
89,560
+3,137
+4% +$239K 1.8% 21
2022
Q2 		$6.54M Buy
86,423
+45,921
+113% +$3.53M 1.71% 22
2022
Q1 		$3.16M Sell
40,502
-9,019
-18% -$717K 0.7% 30
2021
Q4 		$4.02M Buy
49,521
+1,965
+4% +$161K 0.87% 28
2021
Q3 		$3.9M Sell
47,556
-134,439
-74% -$11.1M 1% 27
2021
Q2 		$15.1M Buy
181,995
+12,238
+7% +$1.01M 3.97% 6
2021
Q1 		$14M Sell
169,757
-46,332
-21% -$3.84M 4.17% 6
2020
Q4 		$18M Buy
+216,089
New +$17.9M 5.84% 4

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Octavia Wealth Advisors's VCSH Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 15% in Q2 2026, selling an estimated $196K and leaving 13,796 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #71.

Octavia Wealth Advisors first reported a position in VCSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $18M in Q4 2020. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Octavia Wealth Advisors held 13,796 shares of Vanguard Short-Term Corporate Bond ETF worth $1.09M as of Q2 2026.
  • Octavia Wealth Advisors sold 2,474 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $196K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.09% of Octavia Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $18M in Q4 2020.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.