CT
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Caldwell Trust’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Caldwell Trust’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 		$711K Sell
8,994
-114
-1% -$9.01K 0.06% 199
2026
Q1 		$722K Sell
9,108
-251
-3% -$20K 0.06% 191
2025
Q4 		$746K Buy
9,359
+8,679
+1,276% +$693K 0.07% 190
2025
Q3 		$54.4K Hold
680
– – 0.01% 462
2025
Q2 		$54.1K Hold
680
– – 0.01% 455
2025
Q1 		$53.7K Sell
680
-440
-39% -$34.5K 0.01% 454
2024
Q4 		$87.4K Sell
1,120
-555
-33% -$43.5K 0.01% 390
2024
Q3 		$133K Hold
1,675
– – 0.01% 360
2024
Q2 		$129K Hold
1,675
– – 0.01% 356
2024
Q1 		$129K Hold
1,675
– – 0.02% 359
2023
Q4 		$130K Hold
1,675
– – 0.02% 345
2023
Q3 		$126K Sell
1,675
-1,715
-51% -$129K 0.02% 335
2023
Q2 		$256K Hold
3,390
– – 0.03% 263
2023
Q1 		$258K Buy
3,390
+1,715
+102% +$130K 0.04% 253
2022
Q4 		$126K Sell
1,675
-400
-19% -$29.9K 0.02% 327
2022
Q3 		$154K Hold
2,075
– – 0.02% 304
2022
Q2 		$158K Hold
2,075
– – 0.02% 307
2022
Q1 		$162K Hold
2,075
– – 0.02% 309
2021
Q4 		$169K Sell
2,075
-2,519
-55% -$206K 0.02% 309
2021
Q3 		$379K Hold
4,594
– – 0.05% 221
2021
Q2 		$380K Buy
4,594
+2,519
+121% +$208K 0.05% 217
2021
Q1 		$171K Hold
2,075
– – 0.02% 291
2020
Q4 		$173K Hold
2,075
– – 0.03% 278
2020
Q3 		$172K Hold
2,075
– – 0.03% 262
2020
Q2 		$172K Hold
2,075
– – 0.03% 257
2020
Q1 		$164K Hold
2,075
– – 0.03% 253
2019
Q4 		$168K Buy
+2,075
New +$168K 0.03% 296

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

Caldwell Trust's VCSH Position: Q2 2026 in Review

Caldwell Trust reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.3% in Q2 2026, selling an estimated $9.01K and leaving 8,994 shares worth $711K. The position accounts for 0.06% of the portfolio, ranked #199.

Caldwell Trust first reported a position in VCSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $746K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Caldwell Trust held 8,994 shares of Vanguard Short-Term Corporate Bond ETF worth $711K as of Q2 2026.
  • Caldwell Trust sold 114 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $9.01K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.06% of Caldwell Trust's portfolio in Q2 2026, its #199 holding.
  • Caldwell Trust first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Vanguard Short-Term Corporate Bond ETF position peaked at $746K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.