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

ShankerValleau 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 		$24.1M Buy
304,502
+16,347
+6% +$1.29M 6.34% 5
2026
Q1 		$22.8M Buy
288,155
+5,916
+2% +$471K 6.44% 5
2025
Q4 		$22.5M Buy
282,239
+15,263
+6% +$1.22M 6.1% 5
2025
Q3 		$21.3M Buy
266,976
+14,567
+6% +$1.16M 5.48% 5
2025
Q2 		$20.1M Buy
252,409
+6,895
+3% +$543K 5.72% 5
2025
Q1 		$19.4M Buy
245,514
+2,254
+0.9% +$177K 6.29% 5
2024
Q4 		$19M Sell
243,260
-24,538
-9% -$1.92M 6.09% 5
2024
Q3 		$21.3M Sell
267,798
-5,031
-2% -$395K 7.24% 5
2024
Q2 		$21.1M Buy
272,829
+6,129
+2% +$471K 9.03% 4
2024
Q1 		$20.6M Buy
266,700
+16,339
+7% +$1.26M 9.49% 3
2023
Q4 		$19.4M Buy
250,361
+5,400
+2% +$409K 9.87% 3
2023
Q3 		$18.4M Buy
244,961
+6,850
+3% +$517K 10.35% 3
2023
Q2 		$18M Buy
238,111
+11,326
+5% +$861K 9.9% 3
2023
Q1 		$17.3M Sell
226,785
-1,538
-0.7% -$116K 10.04% 3
2022
Q4 		$17.2M Buy
228,323
+1,685
+0.7% +$126K 10.64% 3
2022
Q3 		$16.8M Sell
226,638
-3,163
-1% -$241K 11.39% 3
2022
Q2 		$17.5M Buy
229,801
+1,246
+0.5% +$95.7K 11.4% 3
2022
Q1 		$17.8M Sell
228,555
-6,359
-3% -$506K 10.7% 3
2021
Q4 		$19.1M Buy
+234,914
New +$19.2M 10.97% 3

Other funds holding VCSH

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BP
BCK Partners Corning, New York $207M AUM 18% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

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

ShankerValleau Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 5.7% in Q2 2026, buying an estimated $1.29M and bringing the position to 304,502 shares worth $24.1M. The position accounts for 6.34% of the portfolio, ranked #5.

ShankerValleau Wealth Advisors first reported a position in VCSH in Q4 2021 and has held it in 19 quarters since. 344 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • ShankerValleau Wealth Advisors held 304,502 shares of Vanguard Short-Term Corporate Bond ETF worth $24.1M as of Q2 2026.
  • ShankerValleau Wealth Advisors bought 16,347 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.29M.
  • Vanguard Short-Term Corporate Bond ETF made up 6.34% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • ShankerValleau Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

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