Quantum Financial Planning Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Quantum Financial Planning Services’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	$68.5M	Buy	866,220 +11,148	+1%	+$881K	21.22%	2
2026 Q1	$67.8M	Buy	855,072 +46,968	+6%	+$3.74M	24.35%	1
2025 Q4	$64.4M	Buy	808,104 +23,864	+3%	+$1.9M	23.35%	1
2025 Q3	$62.7M	Buy	784,240 +50,027	+7%	+$3.98M	25.35%	1
2025 Q2	$58.4M	Sell	734,213 -11,871	-2%	-$935K	27.48%	1
2025 Q1	$58.9M	Buy	746,084 +20,032	+3%	+$1.57M	32.22%	1
2024 Q4	$56.6M	Buy	+726,052	New	+$56.9M	31.42%	1

Other funds holding VCSH

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return