Cascade Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Cascade Wealth Advisors’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	$6.74M	Sell	85,155 -1,119	-1%	-$89.2K	2.96%	15
2025 Q4	$6.89M	Buy	86,274 +16,128	+23%	+$1.29M	3.18%	14
2025 Q3	$5.59M	Buy	70,146 +23,617	+51%	+$1.88M	2.75%	16
2025 Q2	$3.69M	Sell	46,529 -6,996	-13%	-$551K	2.09%	15
2025 Q1	$4.19M	Sell	53,525 -10,252	-16%	-$804K	2.9%	14
2024 Q4	$4.98M	Buy	63,777 +18,627	+41%	+$1.46M	3.37%	13
2024 Q3	$3.59M	Buy	45,150 +6,122	+16%	+$480K	2.56%	17
2024 Q2	$3.04M	Sell	39,028 -2,467	-6%	-$190K	2.25%	17
2024 Q1	$3.18M	Buy	+41,495	New	+$3.2M	2.7%	13

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

Cascade Wealth Advisors's VCSH Position: Q1 2026 in Review

Cascade Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.3% in Q1 2026, selling an estimated $89.2K and leaving 85,155 shares worth $6.74M. The position accounts for 2.96% of the portfolio, ranked #15.

Cascade Wealth Advisors first reported a position in VCSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.89M in Q4 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Cascade Wealth Advisors held 85,155 shares of Vanguard Short-Term Corporate Bond ETF worth $6.74M as of Q1 2026.
Cascade Wealth Advisors sold 1,119 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $89.2K.
Vanguard Short-Term Corporate Bond ETF made up 2.96% of Cascade Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Cascade Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $6.89M in Q4 2025.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.