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Bernard Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bernard 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
Q1 		$110K Buy
1,388
+39
+3% +$3.11K 0.05% 95
2025
Q4 		$108K Hold
1,349
– – 0.04% 93
2025
Q3 		$108K Hold
1,349
– – 0.05% 87
2025
Q2 		$107K Hold
1,349
– – 0.05% 85
2025
Q1 		$106K Hold
1,349
– – 0.05% 80
2024
Q4 		$105K Buy
+1,349
New +$106K 0.05% 81

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Bernard Wealth Management's VCSH Position: Q1 2026 in Review

Bernard Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.9% in Q1 2026, buying an estimated $3.11K and bringing the position to 1,388 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #95.

Bernard Wealth Management first reported a position in VCSH in Q4 2024 and has held it in 6 quarters since. 1,456 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Bernard Wealth Management held 1,388 shares of Vanguard Short-Term Corporate Bond ETF worth $110K as of Q1 2026.
  • Bernard Wealth Management bought 39 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $3.11K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.05% of Bernard Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Bernard Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,456 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.