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Concord Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Concord Wealth Partners’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 		– Sell
-65
Closed -$5.18K – 752
2025
Q4 		$5.18K Sell
65
-1,375
-95% -$110K ﹤0.01% 620
2025
Q3 		$115K Sell
1,440
-15
-1% -$1.19K 0.02% 247
2025
Q2 		$116K Sell
1,455
-124
-8% -$9.77K 0.02% 255
2025
Q1 		$125K Buy
1,579
+1,484
+1,562% +$116K 0.02% 224
2024
Q4 		$7.41K Sell
95
-81
-46% -$6.35K ﹤0.01% 554
2024
Q3 		$14K Sell
176
-738
-81% -$57.9K ﹤0.01% 519
2024
Q2 		$70.7K Buy
914
+4
+0.4% +$308 0.01% 268
2024
Q1 		$70.4K Buy
910
+716
+369% +$55.3K 0.01% 308
2023
Q4 		$15K Sell
194
-231
-54% -$17.5K ﹤0.01% 518
2023
Q3 		$31.9K Sell
425
-23
-5% -$1.74K 0.01% 437
2023
Q2 		$33.9K Buy
448
+130
+41% +$9.88K 0.01% 417
2023
Q1 		$24.2K Sell
318
-133
-29% -$10.1K 0.01% 458
2022
Q4 		$33.9K Buy
+451
New +$33.7K 0.01% 442
2022
Q3 		– Sell
-451
Closed -$34K – 1102
2022
Q2 		$34K Hold
451
– – 0.01% 436
2022
Q1 		$35K Sell
451
-10
-2% -$795 0.01% 500
2021
Q4 		$37K Buy
461
+187
+68% +$15.3K 0.01% 509
2021
Q3 		$23K Sell
274
-379
-58% -$31.3K 0.01% 355
2021
Q2 		$54K Sell
653
-112
-15% -$9.26K 0.02% 346
2021
Q1 		$63K Buy
765
+488
+176% +$40.4K 0.02% 298
2020
Q4 		$23K Buy
+277
New +$23K 0.02% 297

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

Concord Wealth Partners's VCSH Position: Q1 2026 in Review

Concord Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2026, closing a stake of 65 shares — an estimated $5.18K sold.

Concord Wealth Partners first reported a position in VCSH in Q4 2020 and held it in 20 quarters. The position peaked at $125K in Q1 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Concord Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 65 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $5.18K.
  • Concord Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $125K in Q1 2025.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.