Balboa Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Balboa Wealth Partners’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 Q1	$690K	Sell	8,711 -124	-1%	-$9.88K	0.12%	152
2025 Q4	$704K	Buy	8,835 +814	+10%	+$65K	0.12%	137
2025 Q3	$641K	Sell	8,021 -8,484	-51%	-$675K	0.11%	150
2025 Q2	$1.31M	Sell	16,505 -429	-3%	-$33.8K	0.26%	68
2025 Q1	$1.34M	Sell	16,934 -830	-5%	-$65.1K	0.32%	58
2024 Q4	$1.39M	Buy	17,764 +7,325	+70%	+$575K	0.32%	57
2024 Q3	$829K	Buy	10,439 +4,020	+63%	+$316K	0.21%	93
2024 Q2	$496K	Buy	+6,419	New	+$494K	0.13%	134
2023 Q4	–	Sell	-2,878	Closed	-$216K	–	321
2023 Q3	$216K	Sell	2,878 -127	-4%	-$9.59K	0.08%	196
2023 Q2	$227K	Sell	3,005 -190	-6%	-$14.4K	0.08%	209
2023 Q1	$244K	Sell	3,195 -4,332	-58%	-$328K	0.09%	190
2022 Q4	$566K	Buy	7,527 +46	+0.6%	+$3.44K	0.26%	98
2022 Q3	$556K	Buy	+7,481	New	+$570K	0.24%	81

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Balboa Wealth Partners's VCSH Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.4% in Q1 2026, selling an estimated $9.88K and leaving 8,711 shares worth $690K. The position accounts for 0.12% of the portfolio, ranked #152.

Balboa Wealth Partners first reported a position in VCSH in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2024. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Balboa Wealth Partners held 8,711 shares of Vanguard Short-Term Corporate Bond ETF worth $690K as of Q1 2026.
Balboa Wealth Partners sold 124 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $9.88K.
Vanguard Short-Term Corporate Bond ETF made up 0.12% of Balboa Wealth Partners's portfolio in Q1 2026, its #152 holding.
Balboa Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and has held it in 13 quarters since.
Balboa Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $1.39M in Q4 2024.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.