Avantax Advisory Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Avantax Advisory Services’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
2025 Q2	$9.04M	Sell	113,718 -9,607	-8%	-$757K	0.05%	294
2025 Q1	$9.74M	Buy	123,325 +7,713	+7%	+$605K	0.06%	254
2024 Q4	$9.02M	Sell	115,612 -8,967	-7%	-$703K	0.06%	253
2024 Q3	$9.89M	Sell	124,579 -7,023	-5%	-$551K	0.06%	219
2024 Q2	$10.2M	Buy	131,602 +35,644	+37%	+$2.74M	0.07%	203
2024 Q1	$7.42M	Sell	95,958 -9,411	-9%	-$726K	0.07%	226
2023 Q4	$8.15M	Sell	105,369 -1,324	-1%	-$100K	0.08%	195
2023 Q3	$8.02M	Sell	106,693 -14,792	-12%	-$1.12M	0.09%	173
2023 Q2	$9.19M	Sell	121,485 -8,298	-6%	-$631K	0.11%	154
2023 Q1	$9.89M	Buy	129,783 +59,132	+84%	+$4.48M	0.12%	139
2022 Q4	$5.31M	Sell	70,651 -5,236	-7%	-$391K	0.07%	211
2022 Q3	$5.64M	Buy	75,887 +3,913	+5%	+$298K	0.09%	177
2022 Q2	$5.49M	Sell	71,974 -34,158	-32%	-$2.62M	0.08%	183
2022 Q1	$8.29M	Sell	106,132 -133,481	-56%	-$10.6M	0.11%	127
2021 Q4	$19.5M	Buy	239,613 +3,321	+1%	+$271K	0.29%	54
2021 Q3	$19.5M	Buy	236,292 +3,431	+1%	+$284K	0.32%	47
2021 Q2	$19.3M	Buy	232,861 +11,171	+5%	+$924K	0.35%	45
2021 Q1	$18.3M	Buy	221,690 +9,450	+4%	+$783K	0.39%	41
2020 Q4	$17.7M	Sell	212,240 -96,802	-31%	-$8.03M	0.42%	40
2020 Q3	$25.6M	Buy	309,042 +89,467	+41%	+$7.42M	0.41%	40
2020 Q2	$18.1M	Sell	219,575 -9,559	-4%	-$778K	0.52%	30
2020 Q1	$18.1M	Buy	229,134 +2,456	+1%	+$197K	0.54%	25
2019 Q4	$18.4M	Buy	226,678 +216,455	+2,117%	+$17.5M	0.43%	32
2019 Q3	$826K	Buy	10,223 +549	+6%	+$44.4K	0.03%	244
2019 Q2	$780K	Sell	9,674 -334	-3%	-$26.7K	0.03%	229
2019 Q1	$798K	Sell	10,008 -592	-6%	-$46.7K	0.04%	207
2018 Q4	$824K	Buy	+10,600	New	+$824K	0.14%	152

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Avantax Advisory Services's VCSH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 7.8% in Q2 2025, selling an estimated $757K and leaving 113,718 shares worth $9.04M. The position accounts for 0.05% of the portfolio, ranked #294.

Avantax Advisory Services first reported a position in VCSH in Q4 2018 and has held it in 27 quarters since. The position peaked at $25.6M in Q3 2020. 1,353 funds tracked by Wall St. Rank hold VCSH as of Q2 2025.

Avantax Advisory Services held 113,718 shares of Vanguard Short-Term Corporate Bond ETF worth $9.04M as of Q2 2025.
Avantax Advisory Services sold 9,607 Vanguard Short-Term Corporate Bond ETF shares in Q2 2025, an estimated $757K.
Vanguard Short-Term Corporate Bond ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #294 holding.
Avantax Advisory Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Vanguard Short-Term Corporate Bond ETF position peaked at $25.6M in Q3 2020.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.