CCWA
VCSH icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

CLA (CliftonLarsonAllen) 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
2025
Q4 		– Sell
-12,182
Closed -$974K – 216
2025
Q3 		$974K Buy
12,182
+22
+0.2% +$1.75K 0.02% 165
2025
Q2 		$967K Sell
12,160
-11
-0.1% -$866 0.02% 165
2025
Q1 		$961K Hold
12,171
– – 0.02% 154
2024
Q4 		$949K Sell
12,171
-1,371
-10% -$108K 0.02% 148
2024
Q3 		$1.08M Buy
+13,542
New +$1.06M 0.02% 140
2022
Q3 		– Sell
-10,098
Closed -$770K – 166
2022
Q2 		$770K Hold
10,098
– – 0.03% 143
2022
Q1 		$789K Sell
10,098
-205
-2% -$16.3K 0.03% 153
2021
Q4 		$837K Sell
10,303
-1,701
-14% -$139K 0.03% 133
2021
Q3 		$989K Sell
12,004
-963
-7% -$79.6K 0.04% 147
2021
Q2 		$1.07M Buy
12,967
+1,000
+8% +$82.7K 0.04% 144
2021
Q1 		$987K Sell
11,967
-7
-0.1% -$580 0.05% 126
2020
Q4 		$997K Sell
11,974
-452
-4% -$37.5K 0.05% 118
2020
Q3 		$1.03M Sell
12,426
-246
-2% -$20.4K 0.06% 112
2020
Q2 		$1.05M Buy
+12,672
New +$1.03M 0.06% 109
2019
Q4 		$1.24M Hold
15,346
– – 0.1% 97
2019
Q3 		$1.24M Buy
15,346
+768
+5% +$62.1K 0.11% 86
2019
Q2 		$1.18M Buy
14,578
+2,219
+18% +$177K 0.12% 76
2019
Q1 		$986K Buy
12,359
+33
+0.3% +$2.6K 0.11% 78
2018
Q4 		$961K Buy
+12,326
New +$959K 0.1% 103

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
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VCSH Position: Q4 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2025, closing a stake of 12,182 shares — an estimated $974K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VCSH in Q4 2018 and held it in 19 quarters. The position peaked at $1.24M in Q3 2019. 1,439 funds tracked by Wall St. Rank hold VCSH as of Q4 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,182 Vanguard Short-Term Corporate Bond ETF shares in Q4 2025, an estimated $974K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 19 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.24M in Q3 2019.
  • 1,439 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.