EverSource Wealth Advisors, LLC VCSH holdings history
VANGUARD S/T CORP BOND ETF · CUSIP 92206C409 · CIK 1710537
As of 2026-06-30, EverSource Wealth Advisors, LLC reported 86.65K VCSH (shares), valued at $6.85M, or 0.23% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 63.22%; reported value decreased 63.34%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.23% | 86,651 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.57% | 235,621 | SEC filing ↗Filed May 18, 2026Amended |
| Q4 2025 | 0.70% | 238,835 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 0.74% | 234,925 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 0.87% | 241,092 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.04% | 239,138 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.10% | 250,642 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.30% | 258,883 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 1.32% | 253,443 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.63% | 270,988 | SEC filing ↗Filed Jun 11, 2024Amended |
| Q4 2023 | 2.22% | 312,583 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 2.33% | 292,607 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.33% | 292,607 | $21.99M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 2.22% | 312,583 | $24.18M | Shares increased 6.83%; reported value increased 9.98%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.63% | 270,988 | $20.75M | Shares decreased 13.31%; reported value decreased 14.20%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 1.32% | 253,443 | $19.83M | Shares decreased 6.47%; reported value decreased 4.45%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.30% | 258,883 | $20.56M | Shares increased 2.15%; reported value increased 3.70%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.10% | 250,642 | $19.55M | Shares decreased 3.18%; reported value decreased 4.90%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.04% | 239,138 | $18.88M | Shares decreased 4.59%; reported value decreased 3.45%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.87% | 241,092 | $19.17M | Shares increased 0.82%; reported value increased 1.53%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.74% | 234,925 | $18.78M | Shares decreased 2.56%; reported value decreased 2.03%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 0.70% | 238,835 | $19.04M | Shares increased 1.66%; reported value increased 1.41%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 0.57% | 235,621 | $18.68M | Shares decreased 1.35%; reported value decreased 1.91%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 0.23% | 86,651 | $6.85M | Shares decreased 63.22%; reported value decreased 63.34%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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