Coston McIsaac & Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Coston McIsaac & Partners’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	$3.1M	Buy	39,150 +1,964	+5%	+$157K	0.7%	42
2025 Q4	$2.96M	Buy	37,186 +217	+0.6%	+$17.3K	0.69%	43
2025 Q3	$2.95M	Buy	36,969 +3,482	+10%	+$277K	0.7%	43
2025 Q2	$2.66M	Buy	33,487 +4,666	+16%	+$368K	0.69%	42
2025 Q1	$2.27M	Buy	28,821 +5,602	+24%	+$439K	0.66%	43
2024 Q4	$1.81M	Buy	23,219 +6,386	+38%	+$501K	0.54%	43
2024 Q3	$1.34K	Buy	16,833 +1,313	+8%	+$103K	0.38%	49
2024 Q2	$1.2M	Buy	15,520 +1,306	+9%	+$100K	0.38%	48
2024 Q1	$1.1M	Buy	14,214 +968	+7%	+$74.7K	0.35%	49
2023 Q4	$1.02M	Buy	13,246 +232	+2%	+$17.6K	0.36%	50
2023 Q3	$977K	Buy	13,014 +1,124	+9%	+$84.8K	0.37%	50
2023 Q2	$899K	Sell	11,890 -147	-1%	-$11.2K	0.31%	57
2023 Q1	$917K	Sell	12,037 -857	-7%	-$64.9K	0.34%	56
2022 Q4	$969	Buy	12,894 +1,884	+17%	+$141K	0.38%	56
2022 Q3	$817K	Sell	11,010 -3,638	-25%	-$277K	0.37%	53
2022 Q2	$1.12M	Buy	+14,648	New	+$1.13M	0.67%	42

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

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

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

Envestnet Asset Management

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 $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

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

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