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

Trellis 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 		$9.57M Buy
121,094
+18,389
+18% +$1.45M 3.29% 10
2026
Q1 		$8.14M Buy
102,705
+6,054
+6% +$482K 3.1% 10
2025
Q4 		$7.71M Buy
96,651
+13,194
+16% +$1.05M 3.01% 10
2025
Q3 		$6.67M Buy
83,457
+9,231
+12% +$734K 2.71% 10
2025
Q2 		$5.9M Sell
74,226
-593
-0.8% -$46.7K 2.57% 10
2025
Q1 		$5.91M Buy
74,819
+3,196
+4% +$251K 2.87% 10
2024
Q4 		$5.59M Buy
71,623
+1,616
+2% +$127K 2.81% 9
2024
Q3 		$5.56M Buy
70,007
+5,024
+8% +$394K 2.78% 9
2024
Q2 		$5.02M Buy
64,983
+14,173
+28% +$1.09M 2.76% 9
2024
Q1 		$3.93M Sell
50,810
-1,319
-3% -$102K 2.22% 10
2023
Q4 		$4.03M Buy
52,129
+1,395
+3% +$106K 2.19% 12
2023
Q3 		$3.81M Buy
50,734
+1,581
+3% +$119K 2.4% 11
2023
Q2 		$3.72M Buy
49,153
+9,506
+24% +$722K 2.47% 11
2023
Q1 		$3.02M Buy
39,647
+19,746
+99% +$1.5M 2.22% 10
2022
Q4 		$1.5M Buy
+19,901
New +$1.49M 1.29% 11

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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

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

Trellis Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 18% in Q2 2026, buying an estimated $1.45M and bringing the position to 121,094 shares worth $9.57M. The position accounts for 3.29% of the portfolio, ranked #10.

Trellis Wealth Advisors first reported a position in VCSH in Q4 2022 and has held it in 15 quarters since. 275 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Trellis Wealth Advisors held 121,094 shares of Vanguard Short-Term Corporate Bond ETF worth $9.57M as of Q2 2026.
  • Trellis Wealth Advisors bought 18,389 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard Short-Term Corporate Bond ETF made up 3.29% of Trellis Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Trellis Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.