Stone Summit Wealth LLC VCSH holdings history
VANGUARD S/T CORP BOND ETF · CUSIP 92206C409 · CIK 1908192
As of 2026-06-30, Stone Summit Wealth LLC reported 223.28K VCSH (shares), valued at $17.65M, or 4.48% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 3.52%; reported value decreased 3.81%, and weight changed -0.63 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 | 4.48% | 223,282 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 5.11% | 231,429 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 4.49% | 207,820 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 3.94% | 173,831 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 2.25% | 91,325 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 2.53% | 94,476 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 3.12% | 119,290 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 2.92% | 113,850 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 2.82% | 101,783 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 2.53% | 94,151 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 2.03% | 68,409 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 1.65% | 51,324 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.65% | 51,324 | $3.86M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 2.03% | 68,409 | $5.29M | Shares increased 33.29%; reported value increased 37.23%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 2.53% | 94,151 | $7.28M | Shares increased 37.63%; reported value increased 37.52%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 2.82% | 101,783 | $7.87M | Shares increased 8.11%; reported value increased 8.06%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 2.92% | 113,850 | $9.04M | Shares increased 11.86%; reported value increased 14.96%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 3.12% | 119,290 | $9.31M | Shares increased 4.78%; reported value increased 2.92%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 2.53% | 94,476 | $7.46M | Shares decreased 20.80%; reported value decreased 19.86%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 2.25% | 91,325 | $7.26M | Shares decreased 3.34%; reported value decreased 2.65%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 3.94% | 173,831 | $13.89M | Shares increased 90.34%; reported value increased 91.37%, and weight changed +1.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 4.49% | 207,820 | $16.57M | Shares increased 19.55%; reported value increased 19.25%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 5.11% | 231,429 | $18.35M | Shares increased 11.36%; reported value increased 10.72%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 4.48% | 223,282 | $17.65M | Shares decreased 3.52%; reported value decreased 3.81%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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