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

Connecticut 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
2026 Q1	$4.23M	Sell	53,368 -3,961	-7%	-$316K	0.18%	61
2025 Q4	$4.57M	Sell	57,329 -5,642	-9%	-$450K	0.2%	60
2025 Q3	$5.03M	Sell	62,971 -20,973	-25%	-$1.67M	0.22%	55
2025 Q2	$6.67M	Sell	83,944 -15,113	-15%	-$1.19M	0.32%	46
2025 Q1	$7.82M	Buy	+99,057	New	+$7.77M	0.41%	39
2024 Q4	–	Sell	-130,353	Closed	-$10.4M	–	313
2024 Q3	$10.4M	Sell	130,353 -15,014	-10%	-$1.18M	0.5%	34
2024 Q2	$11.2M	Sell	145,367 -11,665	-7%	-$897K	0.58%	32
2024 Q1	$12.1M	Sell	157,032 -13,292	-8%	-$1.03M	0.65%	27
2023 Q4	$13.2M	Sell	170,324 -2,979	-2%	-$226K	0.76%	26
2023 Q3	$13M	Buy	173,303 +3,648	+2%	+$275K	0.89%	27
2023 Q2	$12.8M	Buy	169,655 +5,904	+4%	+$449K	0.89%	25
2023 Q1	$12.5M	Buy	+163,751	New	+$12.4M	0.94%	23
2022 Q4	–	Sell	-3,310	Closed	-$246K	–	212
2022 Q3	$246K	Buy	+3,310	New	+$252K	0.02%	169

Other funds holding VCSH

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Connecticut Wealth Management's VCSH Position: Q1 2026 in Review

Connecticut Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 6.9% in Q1 2026, selling an estimated $316K and leaving 53,368 shares worth $4.23M. The position accounts for 0.18% of the portfolio, ranked #61.

Connecticut Wealth Management first reported a position in VCSH in Q3 2022 and has held it in 13 quarters since. The position peaked at $13.2M in Q4 2023. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Connecticut Wealth Management held 53,368 shares of Vanguard Short-Term Corporate Bond ETF worth $4.23M as of Q1 2026.
Connecticut Wealth Management sold 3,961 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $316K.
Vanguard Short-Term Corporate Bond ETF made up 0.18% of Connecticut Wealth Management's portfolio in Q1 2026, its #61 holding.
Connecticut Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and has held it in 13 quarters since.
Connecticut Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $13.2M in Q4 2023.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

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