WF
VCSH icon

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

Whelan Financial’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 		$17.8M Buy
224,808
+1,867
+0.8% +$148K 4.84% 6
2026
Q1 		$17.7M Buy
222,941
+4,403
+2% +$351K 5.49% 6
2025
Q4 		$17.4M Buy
218,538
+4,921
+2% +$393K 5.44% 6
2025
Q3 		$17.1M Buy
213,617
+5,203
+2% +$414K 5.41% 6
2025
Q2 		$16.6M Buy
208,414
+724
+0.3% +$57K 5.99% 6
2025
Q1 		$16.4M Sell
207,690
-598
-0.3% -$46.9K 6.38% 6
2024
Q4 		$16.2M Buy
208,288
+3,245
+2% +$255K 6.39% 5
2024
Q3 		$16.3M Buy
205,043
+2,144
+1% +$168K 6.71% 5
2024
Q2 		$15.7M Buy
202,899
+1,798
+0.9% +$138K 7% 5
2024
Q1 		$15.5M Sell
201,101
-21,385
-10% -$1.65M 7.1% 5
2023
Q4 		$17.2M Buy
222,486
+871
+0.4% +$66K 8.03% 5
2023
Q3 		$16.7M Buy
221,615
+4,686
+2% +$354K 8.78% 5
2023
Q2 		$16.4M Buy
216,929
+1,566
+0.7% +$119K 8.58% 5
2023
Q1 		$16.4M Buy
215,363
+4,679
+2% +$354K 9.11% 5
2022
Q4 		$15.8M Sell
210,684
-9,274
-4% -$693K 9.56% 4
2022
Q3 		$16.3M Sell
219,958
-583
-0.3% -$44.4K 11.24% 4
2022
Q2 		$16.8M Sell
220,541
-4,824
-2% -$371K 11.37% 4
2022
Q1 		$17.6M Buy
225,365
+3,317
+1% +$264K 10.84% 5
2021
Q4 		$18M Buy
222,048
+65,673
+42% +$5.37M 11.2% 5
2021
Q3 		$12.9M Buy
+156,375
New +$12.9M 11.78% 2

Other funds holding VCSH

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Whelan Financial's VCSH Position: Q2 2026 in Review

Whelan Financial increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.84% in Q2 2026, buying an estimated $148K and bringing the position to 224,808 shares worth $17.8M. The position accounts for 4.84% of the portfolio, ranked #6.

Whelan Financial first reported a position in VCSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $18M in Q4 2021. 737 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Whelan Financial held 224,808 shares of Vanguard Short-Term Corporate Bond ETF worth $17.8M as of Q2 2026.
  • Whelan Financial bought 1,867 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $148K.
  • Vanguard Short-Term Corporate Bond ETF made up 4.84% of Whelan Financial's portfolio in Q2 2026, its #6 holding.
  • Whelan Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Whelan Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $18M in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

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