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

Congress 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
2025 Q2	$23.3M	Buy	293,305 +136,222	+87%	+$10.7M	0.23%	107
2025 Q1	$12.4M	Buy	157,083 +2,494	+2%	+$196K	0.15%	173
2024 Q4	$12.1M	Buy	154,589 +4,863	+3%	+$381K	0.17%	177
2024 Q3	$11.9M	Buy	149,726 +122,763	+455%	+$9.63M	0.16%	188
2024 Q2	$2.08M	Buy	26,963 +1,289	+5%	+$99.2K	0.03%	353
2024 Q1	$1.98M	Sell	25,674 -5,206	-17%	-$402K	0.03%	315
2023 Q4	$2.39M	Buy	30,880 +4,954	+19%	+$375K	0.04%	294
2023 Q3	$1.95M	Buy	+25,926	New	+$1.96M	0.04%	306
2022 Q2	–	Sell	-3,116	Closed	-$244K	–	620
2022 Q1	$244K	Buy	+3,116	New	+$248K	0.01%	548

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Congress Wealth Management's VCSH Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 87% in Q2 2025, buying an estimated $10.7M and bringing the position to 293,305 shares worth $23.3M. The position accounts for 0.23% of the portfolio, ranked #107.

Congress Wealth Management first reported a position in VCSH in Q1 2022 and has held it in 9 quarters since. 1,353 funds tracked by Wall St. Rank hold VCSH as of Q2 2025.

Congress Wealth Management held 293,305 shares of Vanguard Short-Term Corporate Bond ETF worth $23.3M as of Q2 2025.
Congress Wealth Management bought 136,222 Vanguard Short-Term Corporate Bond ETF shares in Q2 2025, an estimated $10.7M.
Vanguard Short-Term Corporate Bond ETF made up 0.23% of Congress Wealth Management's portfolio in Q2 2025, its #107 holding.
Congress Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2022 and has held it in 9 quarters since.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.