Goldstone Financial Group, LLC VCSH holdings history
VANGUARD S/T CORP BOND ETF · CUSIP 92206C409 · CIK 2040021
As of 2026-06-30, Goldstone Financial Group, LLC reported 93.31K VCSH (shares), valued at $7.37M, or 0.67% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 15.56%; reported value decreased 15.82%, and weight changed -0.28 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 | 0.67% | 93,305 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 0.95% | 110,505 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 1.00% | 112,279 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.02% | 108,280 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 1.46% | 139,848 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 1.94% | 162,234 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 1.89% | 154,439 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 1.98% | 143,015 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 2.52% | 162,360 | SEC filing ↗Filed Jan 15, 2025 |
| Q1 2024 | 2.69% | 151,734 | SEC filing ↗Filed Jan 15, 2025 |
| Q4 2023 | 2.91% | 145,743 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2023 | 3.42% | 153,764 | SEC filing ↗Filed Jan 15, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.42% | 153,764 | $11.56M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 15, 2025 |
| Q4 2023 | 2.91% | 145,743 | $11.28M | Shares decreased 5.22%; reported value decreased 2.42%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2024 | 2.69% | 151,734 | $11.73M | Shares increased 4.11%; reported value increased 4.03%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q2 2024 | 2.52% | 162,360 | $12.55M | Shares increased 7.00%; reported value increased 6.95%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q3 2024 | 1.98% | 143,015 | $11.36M | Shares decreased 11.91%; reported value decreased 9.47%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 1.89% | 154,439 | $12.05M | Shares increased 7.99%; reported value increased 6.07%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 1.94% | 162,234 | $12.81M | Shares increased 5.05%; reported value increased 6.30%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 1.46% | 139,848 | $11.06M | Shares decreased 13.80%; reported value decreased 13.62%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 1.02% | 108,280 | $8.65M | Shares decreased 22.57%; reported value decreased 21.76%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 1.00% | 112,279 | $8.95M | Shares increased 3.69%; reported value increased 3.43%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.95% | 110,505 | $8.76M | Shares decreased 1.58%; reported value decreased 2.15%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 0.67% | 93,305 | $7.37M | Shares decreased 15.56%; reported value decreased 15.82%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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