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Consilio Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Consilio Wealth 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 		$2.62M Sell
32,991
-87
-0.3% -$6.93K 0.76% 26
2025
Q4 		$2.64M Buy
33,078
+1,516
+5% +$121K 0.77% 24
2025
Q3 		$2.52M Buy
31,562
+151
+0.5% +$12K 0.83% 21
2025
Q2 		$2.49M Sell
31,411
-3,973
-11% -$313K 0.89% 20
2025
Q1 		$2.79M Sell
35,384
-7,809
-18% -$612K 1.17% 18
2024
Q4 		$3.37M Buy
43,193
+1,239
+3% +$97.2K 1.38% 17
2024
Q3 		$3.33M Buy
41,954
+1,144
+3% +$89.8K 1.37% 18
2024
Q2 		$3.15M Buy
40,810
+1,596
+4% +$123K 1.41% 15
2024
Q1 		$3.03M Sell
39,214
-39,855
-50% -$3.08M 1.42% 14
2023
Q4 		$6.12M Buy
79,069
+1,325
+2% +$100K 3.1% 9
2023
Q3 		$5.8M Buy
77,744
+717
+0.9% +$54.1K 3.37% 9
2023
Q2 		$5.83M Buy
77,027
+3,072
+4% +$233K 3.21% 9
2023
Q1 		$5.64M Sell
73,955
-6,150
-8% -$466K 3.19% 11
2022
Q4 		$6.02M Buy
80,105
+1,575
+2% +$118K 3.85% 10
2022
Q3 		$5.83M Buy
78,530
+9,338
+13% +$712K 4.57% 7
2022
Q2 		$5.28M Buy
69,192
+57,387
+486% +$4.41M 4.27% 7
2022
Q1 		$922K Buy
11,805
+7,487
+173% +$595K 0.73% 21
2021
Q4 		$351K Buy
+4,318
New +$353K 0.27% 36

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

Consilio Wealth Advisors's VCSH Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.26% in Q1 2026, selling an estimated $6.93K and leaving 32,991 shares worth $2.62M. The position accounts for 0.76% of the portfolio, ranked #26.

Consilio Wealth Advisors first reported a position in VCSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.12M in Q4 2023. 1,459 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Consilio Wealth Advisors held 32,991 shares of Vanguard Short-Term Corporate Bond ETF worth $2.62M as of Q1 2026.
  • Consilio Wealth Advisors sold 87 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $6.93K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.76% of Consilio Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Consilio Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $6.12M in Q4 2023.
  • 1,459 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.