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

SOA 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	$429K	Buy	5,422 +46	+0.9%	+$3.64K	0.07%	140
2026 Q1	$426K	Buy	5,376 +30	+0.6%	+$2.39K	0.08%	131
2025 Q4	$426K	Buy	5,346 +72	+1%	+$5.75K	0.07%	135
2025 Q3	$422K	Buy	5,274 +56	+1%	+$4.46K	0.07%	137
2025 Q2	$415K	Buy	5,218 +55	+1%	+$4.33K	0.08%	131
2025 Q1	$408K	Buy	5,163 +36	+0.7%	+$2.82K	0.09%	124
2024 Q4	$400K	Buy	5,127 +1,060	+26%	+$83.1K	0.07%	129
2024 Q3	$323K	Sell	4,067 -50	-1%	-$3.92K	0.06%	140
2024 Q2	$318K	Sell	4,117 -242	-6%	-$18.6K	0.06%	136
2024 Q1	$337K	Buy	4,359 +25	+0.6%	+$1.93K	0.07%	133
2023 Q4	$335K	Sell	4,334 -582	-12%	-$44.1K	0.07%	130
2023 Q3	$369K	Buy	4,916 +9	+0.2%	+$679	0.09%	115
2023 Q2	$371K	Buy	4,907 +31	+0.6%	+$2.36K	0.09%	117
2023 Q1	$372K	Buy	4,876 +18	+0.4%	+$1.36K	0.09%	110
2022 Q4	$365K	Sell	4,858 -1,859	-28%	-$139K	0.1%	106
2022 Q3	$498K	Buy	6,717 +918	+16%	+$69.9K	0.15%	77
2022 Q2	$442K	Buy	5,799 +19	+0.3%	+$1.46K	0.13%	90
2022 Q1	$451K	Buy	5,780 +10	+0.2%	+$795	0.11%	105
2021 Q4	$469K	Sell	5,770 -35	-0.6%	-$2.86K	0.11%	103
2021 Q3	$478K	Sell	5,805 -137	-2%	-$11.3K	0.12%	102
2021 Q2	$491K	Buy	5,942 +647	+12%	+$53.5K	0.13%	106
2021 Q1	$436K	Sell	5,295 -692	-12%	-$57.3K	0.12%	101
2020 Q4	$497K	Buy	+5,987	New	+$497K	0.14%	87

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

KBFS

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

BIAS

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

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

SOA Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.86% in Q2 2026, buying an estimated $3.64K and bringing the position to 5,422 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #140.

SOA Wealth Advisors first reported a position in VCSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $498K in Q3 2022. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

SOA Wealth Advisors held 5,422 shares of Vanguard Short-Term Corporate Bond ETF worth $429K as of Q2 2026.
SOA Wealth Advisors bought 46 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $3.64K.
Vanguard Short-Term Corporate Bond ETF made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #140 holding.
SOA Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $498K in Q3 2022.
500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.