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Stephen J. Garry & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Stephen J. Garry & Associates’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 		$2.03M Sell
25,697
-1,020
-4% -$80.6K 1.48% 15
2026
Q1 		$2.12M Sell
26,717
-4,280
-14% -$341K 1.7% 12
2025
Q4 		$2.47M Sell
30,997
-2,677
-8% -$214K 1.96% 12
2025
Q3 		$2.69M Sell
33,674
-2,105
-6% -$167K 2.15% 12
2025
Q2 		$2.84M Sell
35,779
-2,227
-6% -$175K 2.46% 12
2025
Q1 		$3M Sell
38,006
-6,105
-14% -$479K 2.81% 11
2024
Q4 		$3.44M Sell
44,111
-26,660
-38% -$2.09M 3.18% 11
2024
Q3 		$5.62M Sell
70,771
-2,561
-3% -$201K 5.34% 7
2024
Q2 		$5.67M Sell
73,332
-730
-1% -$56.2K 5.74% 6
2024
Q1 		$5.73M Sell
74,062
-668
-0.9% -$51.6K 5.92% 5
2023
Q4 		$5.78M Buy
+74,730
New +$5.66M 6.4% 5

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
WA
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
OC
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
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
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

Stephen J. Garry & Associates's VCSH Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.8% in Q2 2026, selling an estimated $80.6K and leaving 25,697 shares worth $2.03M. The position accounts for 1.48% of the portfolio, ranked #15.

Stephen J. Garry & Associates first reported a position in VCSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.78M in Q4 2023. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Stephen J. Garry & Associates held 25,697 shares of Vanguard Short-Term Corporate Bond ETF worth $2.03M as of Q2 2026.
  • Stephen J. Garry & Associates sold 1,020 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $80.6K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.48% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #15 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Stephen J. Garry & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $5.78M in Q4 2023.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.