AWE
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Avidian Wealth Enterprises’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Avidian Wealth Enterprises’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
2026
Q2 		$2.92M Buy
36,958
+1,941
+6% +$153K 0.08% 155
2026
Q1 		$2.78M Buy
35,017
+1,335
+4% +$106K 0.09% 144
2025
Q4 		$2.69M Sell
33,682
-986
-3% -$78.7K 0.1% 107
2025
Q3 		$2.77M Buy
34,668
+849
+3% +$67.5K 0.1% 110
2025
Q2 		$2.69M Sell
33,819
-490
-1% -$38.6K 0.11% 100
2025
Q1 		$2.71M Buy
34,309
+435
+1% +$34.1K 0.12% 104
2024
Q4 		$2.64M Buy
33,874
+10,551
+45% +$828K 0.12% 104
2024
Q3 		$1.85M Buy
23,323
+567
+2% +$44.5K 0.08% 124
2024
Q2 		$1.76M Sell
22,756
-1,718
-7% -$132K 0.07% 129
2024
Q1 		$1.89M Buy
24,474
+7,031
+40% +$543K 0.09% 117
2023
Q4 		$1.35M Sell
17,443
-778
-4% -$58.9K 0.08% 136
2023
Q3 		$1.37M Sell
18,221
-3,860
-17% -$291K 0.1% 131
2023
Q2 		$1.67M Buy
22,081
+7,497
+51% +$570K 0.11% 126
2023
Q1 		$1.11M Buy
14,584
+1,130
+8% +$85.6K 0.06% 188
2022
Q4 		$1.01M Sell
13,454
-551
-4% -$41.2K 0.07% 178
2022
Q3 		$1.04M Buy
14,005
+1,414
+11% +$108K 0.08% 144
2022
Q2 		$960K Buy
12,591
+2,716
+28% +$209K 0.07% 174
2022
Q1 		$771K Sell
9,875
-1,808
-15% -$144K 0.05% 231
2021
Q4 		$949K Buy
11,683
+8,185
+234% +$669K 0.06% 196
2021
Q3 		$288K Buy
+3,498
New +$289K 0.02% 301
2021
Q1 		– Sell
-3,239
Closed -$270K – 406
2020
Q4 		$270K Buy
+3,239
New +$269K 0.03% 268
2016
Q4 		– Sell
-8,484
Closed -$683K – 101
2016
Q3 		$683K Buy
+8,484
New +$684K 0.28% 30

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's VCSH Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 5.5% in Q2 2026, buying an estimated $153K and bringing the position to 36,958 shares worth $2.92M. The position accounts for 0.08% of the portfolio, ranked #155.

Avidian Wealth Enterprises first reported a position in VCSH in Q3 2016 and has held it in 22 quarters since. 1,469 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Avidian Wealth Enterprises held 36,958 shares of Vanguard Short-Term Corporate Bond ETF worth $2.92M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,941 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $153K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #155 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2016 and has held it in 22 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.