Paulson Wealth Management Inc. VCSH holdings history
VANGUARD S/T CORP BOND ETF · CUSIP 92206C409 · CIK 1731878
As of 2026-06-30, Paulson Wealth Management Inc. reported 244.89K VCSH (shares), valued at $19.35M, or 4.11% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares increased 4.41%; reported value increased 4.09%, and weight changed -0.25 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 | 4.11% | 244,887 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 4.36% | 234,551 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 4.53% | 245,899 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 4.09% | 216,247 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 4.08% | 198,247 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 4.33% | 194,793 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 4.05% | 190,183 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 3.89% | 183,138 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 3.93% | 174,428 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 3.82% | 167,880 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 3.90% | 157,283 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 5.45% | 207,252 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.45% | 207,252 | $15.58M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 3.90% | 157,283 | $12.17M | Shares decreased 24.11%; reported value decreased 21.87%, and weight changed -1.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 3.82% | 167,880 | $12.98M | Shares increased 6.74%; reported value increased 6.65%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 3.93% | 174,428 | $13.48M | Shares increased 3.90%; reported value increased 3.85%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 3.89% | 183,138 | $14.54M | Shares increased 4.99%; reported value increased 7.91%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 4.05% | 190,183 | $14.84M | Shares increased 3.85%; reported value increased 2.00%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 4.33% | 194,793 | $15.38M | Shares increased 2.42%; reported value increased 3.65%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 4.08% | 198,247 | $15.76M | Shares increased 1.77%; reported value increased 2.50%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 4.09% | 216,247 | $17.28M | Shares increased 9.08%; reported value increased 9.67%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 4.53% | 245,899 | $19.61M | Shares increased 13.71%; reported value increased 13.43%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 4.36% | 234,551 | $18.59M | Shares decreased 4.61%; reported value decreased 5.17%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 4.11% | 244,887 | $19.35M | Shares increased 4.41%; reported value increased 4.09%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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