Whelan Financial
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
Q3 		$18.5M Buy
239,252
+14,444
+6% +$1.13M 4.79% 6
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Whelan Financial's VCSH Position: Q3 2026 in Review

Whelan Financial increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 6.4% in Q3 2026, buying an estimated $1.13M and bringing the position to 239,252 shares worth $18.5M. The position accounts for 4.79% of the portfolio, ranked #6.

Whelan Financial first reported a position in VCSH in Q3 2021 and has held it in 21 quarters since. 718 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Whelan Financial held 239,252 shares of Vanguard Short-Term Corporate Bond ETF worth $18.5M as of Q3 2026.
  • Whelan Financial bought 14,444 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $1.13M.
  • Vanguard Short-Term Corporate Bond ETF made up 4.79% of Whelan Financial's portfolio in Q3 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 21 quarters since.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.