BCWM
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Bartlett & Co Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bartlett & Co Wealth Management’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 		$55.6M Sell
703,045
-1,305
-0.2% -$103K 0.7% 40
2026
Q1 		$55.6M Sell
704,350
-6,613
-0.9% -$527K 0.71% 37
2025
Q4 		$56.7M Sell
710,963
-5,776
-0.8% -$461K 0.74% 39
2025
Q3 		$57.3M Buy
716,739
+8,449
+1% +$672K 0.76% 38
2025
Q2 		$56.3M Buy
708,290
+11,183
+2% +$881K 0.79% 37
2025
Q1 		$55M Sell
697,107
-7,728
-1% -$606K 0.81% 40
2024
Q4 		$55M Sell
704,835
-6,953
-1% -$545K 0.8% 38
2024
Q3 		$56.5M Sell
711,788
-57,426
-7% -$4.51M 0.81% 40
2024
Q2 		$59.4M Sell
769,214
-33,278
-4% -$2.56M 0.9% 35
2024
Q1 		$62M Buy
802,492
+26,847
+3% +$2.07M 0.95% 32
2023
Q4 		$60M Buy
775,645
+7,858
+1% +$595K 0.97% 31
2023
Q3 		$57.7M Buy
767,787
+23,704
+3% +$1.79M 1.04% 28
2023
Q2 		$56.3M Sell
744,083
-1,007
-0.1% -$76.5K 0.97% 31
2023
Q1 		$56.8M Sell
745,090
-1,883
-0.3% -$143K 1.1% 30
2022
Q4 		$56.2M Sell
746,973
-101,847
-12% -$7.61M 1.13% 28
2022
Q3 		$63.1M Sell
848,820
-29,616
-3% -$2.26M 1.36% 23
2022
Q2 		$67M Sell
878,436
-25,980
-3% -$2M 1.36% 21
2022
Q1 		$70.6M Buy
904,416
+12,529
+1% +$996K 1.23% 24
2021
Q4 		$72.5M Buy
891,887
+11,265
+1% +$920K 1.23% 23
2021
Q3 		$72.6M Buy
880,622
+24,366
+3% +$2.01M 1.38% 20
2021
Q2 		$70.8M Sell
856,256
-15,953
-2% -$1.32M 1.35% 19
2021
Q1 		$72M Buy
872,209
+122,283
+16% +$10.1M 1.45% 18
2020
Q4 		$62.4M Buy
749,926
+21,866
+3% +$1.81M 1.33% 19
2020
Q3 		$60.3M Buy
728,060
+40,830
+6% +$3.38M 1.41% 17
2020
Q2 		$56.8M Buy
687,230
+34,683
+5% +$2.82M 1.48% 16
2020
Q1 		$51.6M Buy
652,547
+210,039
+47% +$16.9M 1.57% 15
2019
Q4 		$35.9M Sell
442,508
-6,282
-1% -$509K 0.87% 34
2019
Q3 		$36.4M Buy
448,790
+11,076
+3% +$895K 0.95% 32
2019
Q2 		$35.3M Sell
437,714
-6,234
-1% -$498K 1.32% 25
2019
Q1 		$35.4M Sell
443,948
-45,708
-9% -$3.6M 1.36% 22
2018
Q4 		$38.2M Buy
489,656
+26,454
+6% +$2.06M 1.63% 18
2018
Q3 		$36.2M Buy
463,202
+15,983
+4% +$1.25M 1.36% 21
2018
Q2 		$34.9M Buy
447,219
+6,847
+2% +$535K 1.42% 22
2018
Q1 		$34.5M Buy
+440,372
New +$34.7M 1.43% 22

Other funds holding VCSH

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Bartlett & Co Wealth Management's VCSH Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.19% in Q2 2026, selling an estimated $103K and leaving 703,045 shares worth $55.6M. The position accounts for 0.7% of the portfolio, ranked #40.

Bartlett & Co Wealth Management first reported a position in VCSH in Q1 2018 and has held it in 34 quarters since. The position peaked at $72.6M in Q3 2021. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Bartlett & Co Wealth Management held 703,045 shares of Vanguard Short-Term Corporate Bond ETF worth $55.6M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 1,305 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $103K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.7% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $72.6M in Q3 2021.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.