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VCSH icon

Stone Summit Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Stone Summit Wealth’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 		$17.6M Sell
223,282
-8,147
-4% -$644K 4.48% 3
2026
Q1 		$18.3M Buy
231,429
+23,609
+11% +$1.88M 5.11% 2
2025
Q4 		$16.6M Buy
207,820
+33,989
+20% +$2.71M 4.49% 3
2025
Q3 		$13.9M Buy
173,831
+82,506
+90% +$6.56M 3.94% 3
2025
Q2 		$7.26M Sell
91,325
-3,151
-3% -$248K 2.25% 6
2025
Q1 		$7.46M Sell
94,476
-24,814
-21% -$1.95M 2.53% 6
2024
Q4 		$9.31M Buy
119,290
+5,440
+5% +$427K 3.12% 4
2024
Q3 		$9.04M Buy
113,850
+12,067
+12% +$947K 2.92% 4
2024
Q2 		$7.87M Buy
101,783
+7,632
+8% +$587K 2.82% 4
2024
Q1 		$7.28M Buy
94,151
+25,742
+38% +$1.99M 2.53% 5
2023
Q4 		$5.29M Buy
68,409
+17,085
+33% +$1.29M 2.03% 9
2023
Q3 		$3.86M Buy
51,324
+5,541
+12% +$418K 1.65% 12
2023
Q2 		$3.46M Buy
45,783
+13,072
+40% +$993K 1.44% 16
2023
Q1 		$2.49M Sell
32,711
-2,102
-6% -$159K 1.11% 29
2022
Q4 		$2.62M Buy
34,813
+5,949
+21% +$445K 1.28% 21
2022
Q3 		$2.15M Buy
28,864
+2,560
+10% +$195K 1.32% 24
2022
Q2 		$2M Buy
26,304
+5,740
+28% +$441K 1.2% 26
2022
Q1 		$1.6M Buy
20,564
+3,110
+18% +$247K 0.9% 35
2021
Q4 		$1.42M Buy
+17,454
New +$1.43M 1.15% 32

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

Stone Summit Wealth's VCSH Position: Q2 2026 in Review

Stone Summit Wealth reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.5% in Q2 2026, selling an estimated $644K and leaving 223,282 shares worth $17.6M. The position accounts for 4.48% of the portfolio, ranked #3.

Stone Summit Wealth first reported a position in VCSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.3M in Q1 2026. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Stone Summit Wealth held 223,282 shares of Vanguard Short-Term Corporate Bond ETF worth $17.6M as of Q2 2026.
  • Stone Summit Wealth sold 8,147 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $644K.
  • Vanguard Short-Term Corporate Bond ETF made up 4.48% of Stone Summit Wealth's portfolio in Q2 2026, its #3 holding.
  • Stone Summit Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $18.3M in Q1 2026.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.