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Planning Strategies Inc.’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Planning Strategies Inc.’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 		$4.26M Buy
+53,903
New +$4.26M 2.66% 7

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

Planning Strategies Inc.'s VCSH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2026: 53,903 shares worth $4.26M. The stake represents 2.66% of the portfolio and ranks #7 among its holdings.

608 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Planning Strategies Inc. held 53,903 shares of Vanguard Short-Term Corporate Bond ETF worth $4.26M as of Q2 2026.
  • Vanguard Short-Term Corporate Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Short-Term Corporate Bond ETF made up 2.66% of Planning Strategies Inc.'s portfolio in Q2 2026, its #7 holding.
  • 608 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.