VFA
VCSH icon

Valeo Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Valeo Financial 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 		$41.5M Sell
582,653
-342,228
-37% -$27.1M 0.88% 22
2026
Q1 		$68.8M Buy
924,881
+42,052
+5% +$3.35M 1.64% 16
2025
Q4 		$67.3M Buy
882,829
+21,577
+3% +$1.72M 1.49% 17
2025
Q3 		$68.8M Buy
861,252
+8,498
+1% +$676K 1.57% 15
2025
Q2 		$67.8M Sell
852,754
-380,770
-31% -$30M 1.67% 14
2025
Q1 		$70.1M Sell
1,233,524
-13,509
-1% -$1.06M 1.95% 13
2024
Q4 		$70.3M Sell
1,247,033
-176,165
-12% -$13.8M 1.96% 13
2024
Q3 		$85.6M Sell
1,423,198
-9,296
-0.6% -$730K 2.44% 10
2024
Q2 		$84M Sell
1,432,494
-351
-0% -$27K 2.63% 10
2024
Q1 		$83.3M Sell
1,432,845
-1,474
-0.1% -$114K 2.99% 7
2023
Q4 		$84.3M Sell
1,434,319
-123,815
-8% -$9.38M 3.4% 5
2023
Q3 		$85.5M Buy
1,558,134
+56,055
+4% +$4.23M 3.9% 5
2023
Q2 		$87.5M Sell
1,502,079
-4,777
-0.3% -$363K 4% 5
2023
Q1 		$88.6M Sell
1,506,856
-13,930
-0.9% -$1.05M 4.26% 5
2022
Q4 		$88.4M Sell
1,520,786
-67,461
-4% -$5.04M 4.85% 4
2022
Q3 		$92.3M Sell
1,588,247
-26,909
-2% -$2.05M 5.89% 3
2022
Q2 		$96.8M Sell
1,615,156
-145,341
-8% -$11.2M 6.08% 3
2022
Q1 		$111M Sell
1,760,497
-24,040
-1% -$1.91M 5.62% 3
2021
Q4 		$117M Buy
1,784,537
+62,915
+4% +$5.14M 6.33% 3
2021
Q3 		$113M Buy
1,721,622
+21,549
+1% +$1.78M 6.48% 2
2021
Q2 		$112M Buy
1,700,073
+18,669
+1% +$1.54M 6.8% 3
2021
Q1 		$110M Sell
1,681,404
-286,490
-15% -$23.7M 5.1% 4
2020
Q4 		$93.6M Buy
1,967,894
+951,757
+94% +$79M 4.81% 4
2020
Q3 		$84.2M Buy
1,016,137
+159,708
+19% +$13.2M 7.36% 2
2020
Q2 		$70.8M Buy
856,429
+103,947
+14% +$8.46M 6.44% 2
2020
Q1 		$61M Buy
752,482
+61,574
+9% +$4.95M 6.49% 2
2019
Q4 		$56M Buy
690,908
+44,534
+7% +$3.61M 5.43% 3
2019
Q3 		$52.4M Buy
646,374
+108,323
+20% +$8.75M 5.79% 2
2019
Q2 		$43.4M Buy
538,051
+68,251
+15% +$5.45M 4.97% 4
2019
Q1 		$37.5M Buy
469,800
+2,911
+0.6% +$229K 4.55% 4
2018
Q4 		$36.4M Buy
466,889
+17,810
+4% +$1.39M 5.1% 3
2018
Q3 		$35M Buy
449,079
+24,167
+6% +$1.89M 4.73% 3
2018
Q2 		$33.3M Buy
424,912
+59,384
+16% +$4.64M 4.66% 3
2018
Q1 		$28.7M Buy
365,528
+29,814
+9% +$2.35M 4.6% 3
2017
Q4 		$26.6M Buy
335,714
+170,930
+104% +$13.6M 4.37% 3
2017
Q3 		$13.2M Buy
+164,784
New +$13.2M 2.99% 3

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

Valeo Financial Advisors's VCSH Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 37% in Q2 2026, selling an estimated $27.1M and leaving 582,653 shares worth $41.5M. The position accounts for 0.88% of the portfolio, ranked #22.

Valeo Financial Advisors first reported a position in VCSH in Q3 2017 and has held it in 36 quarters since. The position peaked at $117M in Q4 2021. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Valeo Financial Advisors held 582,653 shares of Vanguard Short-Term Corporate Bond ETF worth $41.5M as of Q2 2026.
  • Valeo Financial Advisors sold 342,228 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $27.1M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.88% of Valeo Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $117M in Q4 2021.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.