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

Cherry Tree 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 		$11M Buy
138,456
+1,616
+1% +$129K 2.32% 12
2025
Q4 		$10.9M Buy
136,840
+301
+0.2% +$24K 2.3% 12
2025
Q3 		$10.9M Buy
136,539
+3,586
+3% +$285K 2.4% 12
2025
Q2 		$10.6M Sell
132,953
-2,184
-2% -$172K 2.46% 11
2025
Q1 		$10.7M Sell
135,137
-361
-0.3% -$28.3K 2.57% 11
2024
Q4 		$10.6M Sell
135,498
-1,854
-1% -$145K 2.62% 11
2024
Q3 		$10.9M Buy
137,352
+2,122
+2% +$167K 2.59% 11
2024
Q2 		$10.4M Buy
135,230
+1,668
+1% +$128K 2.62% 11
2024
Q1 		$10.3M Buy
133,562
+329
+0.2% +$25.4K 2.6% 11
2023
Q4 		$10.3M Buy
133,233
+4,260
+3% +$323K 2.75% 11
2023
Q3 		$9.69M Sell
128,973
-7,332
-5% -$553K 2.84% 10
2023
Q2 		$10.3M Buy
+136,305
New +$10.4M 3% 10

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

Cherry Tree Wealth Management's VCSH Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.2% in Q1 2026, buying an estimated $129K and bringing the position to 138,456 shares worth $11M. The position accounts for 2.32% of the portfolio, ranked #12.

Cherry Tree Wealth Management first reported a position in VCSH in Q2 2023 and has held it in 12 quarters since. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Cherry Tree Wealth Management held 138,456 shares of Vanguard Short-Term Corporate Bond ETF worth $11M as of Q1 2026.
  • Cherry Tree Wealth Management bought 1,616 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $129K.
  • Vanguard Short-Term Corporate Bond ETF made up 2.32% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.