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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return