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Charter Oak Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Charter Oak Capital 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 		$492K Buy
6,209
+9
+0.1% +$717 0.04% 121
2025
Q4 		$494K Buy
6,200
+1,701
+38% +$136K 0.04% 127
2025
Q3 		$360K Sell
4,499
-1,132
-20% -$90K 0.03% 151
2025
Q2 		$448K Buy
5,631
+88
+2% +$6.93K 0.04% 123
2025
Q1 		$438K Buy
5,543
+313
+6% +$24.5K 0.04% 118
2024
Q4 		$408K Sell
5,230
-3,214
-38% -$252K 0.04% 117
2024
Q3 		$671K Buy
8,444
+1,048
+14% +$82.3K 0.06% 93
2024
Q2 		$571K Sell
7,396
-1,196
-14% -$92K 0.06% 92
2024
Q1 		$664K Buy
8,592
+3,864
+82% +$298K 0.07% 92
2023
Q4 		$366K Sell
4,728
-890
-16% -$67.4K 0.04% 123
2023
Q3 		$422K Sell
5,618
-2,060
-27% -$155K 0.06% 112
2023
Q2 		$581K Sell
7,678
-2,539
-25% -$193K 0.08% 96
2023
Q1 		$779K Sell
10,217
-643
-6% -$48.7K 0.11% 76
2022
Q4 		$817K Buy
10,860
+2,919
+37% +$218K 0.12% 70
2022
Q3 		$590K Sell
7,941
-11,390
-59% -$868K 0.09% 88
2022
Q2 		$1.47M Sell
19,331
-2,131
-10% -$164K 0.2% 54
2022
Q1 		$1.68M Buy
21,462
+6,843
+47% +$544K 0.2% 51
2021
Q4 		$1.19M Buy
14,619
+2,383
+19% +$195K 0.14% 66
2021
Q3 		$1.01M Buy
12,236
+2,627
+27% +$217K 0.13% 69
2021
Q2 		$795K Buy
9,609
+38
+0.4% +$3.14K 0.1% 85
2021
Q1 		$790K Sell
9,571
-612
-6% -$50.7K 0.11% 85
2020
Q4 		$848K Buy
+10,183
New +$845K 0.13% 78

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

Charter Oak Capital Management's VCSH Position: Q1 2026 in Review

Charter Oak Capital Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.15% in Q1 2026, buying an estimated $717 and bringing the position to 6,209 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #121.

Charter Oak Capital Management first reported a position in VCSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.68M in Q1 2022. 1,458 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Charter Oak Capital Management held 6,209 shares of Vanguard Short-Term Corporate Bond ETF worth $492K as of Q1 2026.
  • Charter Oak Capital Management bought 9 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $717.
  • Vanguard Short-Term Corporate Bond ETF made up 0.04% of Charter Oak Capital Management's portfolio in Q1 2026, its #121 holding.
  • Charter Oak Capital Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Vanguard Short-Term Corporate Bond ETF position peaked at $1.68M in Q1 2022.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.