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Concurrent Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Concurrent Investment 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
2026
Q1 		$5.57M Buy
70,295
+16,980
+32% +$1.35M 0.06% 338
2025
Q4 		$4.25M Buy
53,315
+13,204
+33% +$1.05M 0.05% 365
2025
Q3 		$3.21M Buy
40,111
+5,987
+18% +$476K 0.06% 336
2025
Q2 		$2.71M Sell
34,124
-389
-1% -$30.6K 0.05% 358
2025
Q1 		$2.72M Buy
34,513
+15,865
+85% +$1.24M 0.07% 304
2024
Q4 		$1.45M Buy
18,648
+6,078
+48% +$477K 0.04% 398
2024
Q3 		$998K Sell
12,570
-225
-2% -$17.7K 0.03% 464
2024
Q2 		$989K Sell
12,795
-3,747
-23% -$288K 0.03% 436
2024
Q1 		$1.28M Buy
16,542
+4,258
+35% +$329K 0.05% 329
2023
Q4 		$950K Buy
+12,284
New +$931K 0.04% 343

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

Concurrent Investment Advisors's VCSH Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 32% in Q1 2026, buying an estimated $1.35M and bringing the position to 70,295 shares worth $5.57M. The position accounts for 0.06% of the portfolio, ranked #338.

Concurrent Investment Advisors first reported a position in VCSH in Q4 2023 and has held it in 10 quarters since. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Concurrent Investment Advisors held 70,295 shares of Vanguard Short-Term Corporate Bond ETF worth $5.57M as of Q1 2026.
  • Concurrent Investment Advisors bought 16,980 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.35M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q1 2026, its #338 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.