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

Sax 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 		$948K Buy
11,953
+1,502
+14% +$119K 0.04% 240
2026
Q1 		$833K Hold
10,451
– – 0.04% 217
2025
Q4 		$833K Sell
10,451
-189
-2% -$15.1K 0.04% 226
2025
Q3 		$850K Buy
10,640
+724
+7% +$57.6K 0.05% 201
2025
Q2 		$788K Sell
9,916
-1,769
-15% -$139K 0.05% 198
2025
Q1 		$922K Buy
11,685
+6,839
+141% +$536K 0.07% 150
2024
Q4 		$378K Buy
4,846
+1,982
+69% +$155K 0.03% 233
2024
Q3 		$227K Hold
2,864
– – 0.02% 260
2024
Q2 		$221K Sell
2,864
-18,971
-87% -$1.46M 0.02% 252
2024
Q1 		$1.69M Sell
21,835
-8,656
-28% -$668K 0.2% 52
2023
Q4 		$2.36M Sell
30,491
-6,274
-17% -$475K 0.38% 48
2023
Q3 		$2.76M Sell
36,765
-3,055
-8% -$231K 0.54% 36
2023
Q2 		$3.01M Sell
39,820
-6,326
-14% -$481K 0.6% 36
2023
Q1 		$3.52M Sell
46,146
-5,043
-10% -$382K 0.76% 28
2022
Q4 		$3.85M Sell
51,189
-5,091
-9% -$380K 0.89% 25
2022
Q3 		$4.18M Sell
56,280
-10,040
-15% -$765K 1.08% 20
2022
Q2 		$5.06M Sell
66,320
-18,617
-22% -$1.43M 1.29% 17
2022
Q1 		$6.63M Sell
84,937
-8,480
-9% -$674K 1.6% 15
2021
Q4 		$7.59M Buy
93,417
+6,506
+7% +$532K 1.58% 14
2021
Q3 		$7.16M Buy
86,911
+484
+0.6% +$40K 1.7% 14
2021
Q2 		$7.15M Buy
86,427
+11,383
+15% +$941K 2.45% 10
2021
Q1 		$6.19M Buy
75,044
+19,480
+35% +$1.61M 2.26% 10
2020
Q4 		$4.63M Buy
+55,564
New +$4.61M 2.13% 10

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

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

Sax Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 14% in Q2 2026, buying an estimated $119K and bringing the position to 11,953 shares worth $948K. The position accounts for 0.04% of the portfolio, ranked #240.

Sax Wealth Advisors first reported a position in VCSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.59M in Q4 2021. 1,469 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Sax Wealth Advisors held 11,953 shares of Vanguard Short-Term Corporate Bond ETF worth $948K as of Q2 2026.
  • Sax Wealth Advisors bought 1,502 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $119K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $7.59M in Q4 2021.
  • 1,469 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.