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

Cassady Schiller 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
2024 Q4	$610K	Sell	7,816 -165	-2%	-$12.9K	0.22%	60
2024 Q3	$634K	Sell	7,981 -3,114	-28%	-$244K	0.23%	58
2024 Q2	$857K	Sell	11,095 -989	-8%	-$76.1K	0.35%	46
2024 Q1	$934K	Sell	12,084 -940	-7%	-$72.6K	0.42%	43
2023 Q4	$1.01M	Sell	13,024 -1,647	-11%	-$125K	0.51%	40
2023 Q3	$1.1M	Sell	14,671 -1,418	-9%	-$107K	0.61%	36
2023 Q2	$1.22M	Sell	16,089 -1,718	-10%	-$131K	0.66%	34
2023 Q1	$1.36M	Sell	17,807 -1,712	-9%	-$130K	0.64%	32
2022 Q4	$1.47M	Sell	19,519 -7,348	-27%	-$549K	0.9%	30
2022 Q3	$2M	Sell	26,867 -21,436	-44%	-$1.63M	1.15%	17
2022 Q2	$3.68M	Buy	+48,303	New	+$3.71M	1.94%	9
2022 Q1	–	Sell	-70,778	Closed	-$5.75M	–	577
2021 Q4	$5.75M	Buy	+70,778	New	+$5.78M	3.46%	6

Other funds holding VCSH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cassady Schiller Wealth Management's VCSH Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.1% in Q4 2024, selling an estimated $12.9K and leaving 7,816 shares worth $610K. The position accounts for 0.22% of the portfolio, ranked #60.

Cassady Schiller Wealth Management first reported a position in VCSH in Q4 2021 and has held it in 12 quarters since. The position peaked at $5.75M in Q4 2021. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

Cassady Schiller Wealth Management held 7,816 shares of Vanguard Short-Term Corporate Bond ETF worth $610K as of Q4 2024.
Cassady Schiller Wealth Management sold 165 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $12.9K.
Vanguard Short-Term Corporate Bond ETF made up 0.22% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #60 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Cassady Schiller Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $5.75M in Q4 2021.
1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.