Planning Strategies
VCSH icon

Planning Strategies’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Planning Strategies’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
Q3 		$4.22M Buy
54,614
+711
+1% +$55.7K 2.5% 8
2026
Q2 		$4.26M Buy
+53,903
New +$4.26M 2.66% 7

Other funds holding VCSH

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Planning Strategies's VCSH Position: Q3 2026 in Review

Planning Strategies increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.3% in Q3 2026, buying an estimated $55.7K and bringing the position to 54,614 shares worth $4.22M. The position accounts for 2.5% of the portfolio, ranked #8.

Planning Strategies first reported a position in VCSH in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.26M in Q2 2026. 1,355 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Planning Strategies held 54,614 shares of Vanguard Short-Term Corporate Bond ETF worth $4.22M as of Q3 2026.
  • Planning Strategies bought 711 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $55.7K.
  • Vanguard Short-Term Corporate Bond ETF made up 2.5% of Planning Strategies's portfolio in Q3 2026, its #8 holding.
  • Planning Strategies first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Vanguard Short-Term Corporate Bond ETF position peaked at $4.26M in Q2 2026.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.