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 Q3	$3.43M	Sell	44,379 -7,874	-15%	-$617K	0.13%	73
2026 Q2	$4.13M	Sell	52,253 -1,115	-2%	-$88.1K	0.15%	70
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Connecticut Wealth Management's VCSH Position: Q3 2026 in Review

Connecticut Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 15% in Q3 2026, selling an estimated $617K and leaving 44,379 shares worth $3.43M. The position accounts for 0.13% of the portfolio, ranked #73.

Connecticut Wealth Management first reported a position in VCSH in Q3 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q4 2023. 1,076 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

Connecticut Wealth Management held 44,379 shares of Vanguard Short-Term Corporate Bond ETF worth $3.43M as of Q3 2026.
Connecticut Wealth Management sold 7,874 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $617K.
Vanguard Short-Term Corporate Bond ETF made up 0.13% of Connecticut Wealth Management's portfolio in Q3 2026, its #73 holding.
Connecticut Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Connecticut Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $13.2M in Q4 2023.
1,076 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.