Sovereign Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sovereign Financial Group’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	$867K	Sell	10,972 -31	-0.3%	-$2.45K	0.13%	146
2026 Q1	$872K	Sell	11,003 -1,056	-9%	-$84.2K	0.15%	129
2025 Q4	$961K	Sell	12,059 -605	-5%	-$48.3K	0.17%	114
2025 Q3	$1.01M	Sell	12,664 -50	-0.4%	-$3.98K	0.19%	99
2025 Q2	$1.01M	Sell	12,714 -1,037	-8%	-$81.7K	0.21%	92
2025 Q1	$1.09M	Sell	13,751 -1,094	-7%	-$85.8K	0.25%	79
2024 Q4	$1.16M	Sell	14,845 -457	-3%	-$35.8K	0.27%	76
2024 Q3	$1.22M	Sell	15,302 -192	-1%	-$15.1K	0.28%	71
2024 Q2	$1.2M	Sell	15,494 -352	-2%	-$27.1K	0.3%	66
2024 Q1	$1.23M	Sell	15,846 -186	-1%	-$14.4K	0.33%	60
2023 Q4	$1.24M	Sell	16,032 -167	-1%	-$12.7K	0.38%	51
2023 Q3	$1.22M	Sell	16,199 -7,610	-32%	-$574K	0.43%	47
2023 Q2	$1.8M	Sell	23,809 -412	-2%	-$31.3K	0.59%	37
2023 Q1	$1.85M	Sell	24,221 -583	-2%	-$44.2K	0.69%	32
2022 Q4	$1.86M	Buy	24,804 +595	+2%	+$44.5K	0.73%	32
2022 Q3	$1.8M	Sell	24,209 -240	-1%	-$18.3K	0.73%	31
2022 Q2	$1.86M	Sell	24,449 -883	-3%	-$67.8K	0.73%	34
2022 Q1	$1.98M	Buy	25,332 +6,852	+37%	+$545K	0.73%	34
2021 Q4	$1.5M	Buy	18,480 +276	+2%	+$22.6K	0.6%	48
2021 Q3	$1.5M	Sell	18,204 -2,209	-11%	-$183K	0.86%	29
2021 Q2	$1.68M	Hold	20,413	–	–	1.02%	21
2021 Q1	$1.68M	Buy	20,413 +2,948	+17%	+$244K	1.05%	20
2020 Q4	$1.45M	Buy	+17,465	New	+$1.45M	1.05%	27

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

Sovereign Financial Group's VCSH Position: Q2 2026 in Review

Sovereign Financial Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.28% in Q2 2026, selling an estimated $2.45K and leaving 10,972 shares worth $867K. The position accounts for 0.13% of the portfolio, ranked #146.

Sovereign Financial Group first reported a position in VCSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q1 2022. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

Sovereign Financial Group held 10,972 shares of Vanguard Short-Term Corporate Bond ETF worth $867K as of Q2 2026.
Sovereign Financial Group sold 31 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $2.45K.
Vanguard Short-Term Corporate Bond ETF made up 0.13% of Sovereign Financial Group's portfolio in Q2 2026, its #146 holding.
Sovereign Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Sovereign Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $1.98M in Q1 2022.
500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.