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Curtis Advisory Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Curtis Advisory Group’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 		$7.64M Sell
96,389
-15,763
-14% -$1.26M 1.65% 14
2025
Q4 		$8.94M Buy
112,152
+8,371
+8% +$668K 1.88% 13
2025
Q3 		$8.3M Buy
103,781
+2,017
+2% +$160K 1.88% 14
2025
Q2 		$8.09M Buy
101,764
+11,460
+13% +$903K 2.03% 13
2025
Q1 		$7.13M Sell
90,304
-501
-0.6% -$39.3K 2.09% 13
2024
Q4 		$7.08M Buy
90,805
+8,263
+10% +$648K 1.87% 13
2024
Q3 		$6.56M Buy
82,542
+1,876
+2% +$147K 1.86% 13
2024
Q2 		$6.23M Buy
80,666
+3,743
+5% +$288K 2.2% 12
2024
Q1 		$5.95M Buy
76,923
+7,792
+11% +$602K 2.3% 11
2023
Q4 		$5.35M Buy
69,131
+4,266
+7% +$323K 2.44% 12
2023
Q3 		$4.87M Buy
64,865
+1,161
+2% +$87.6K 1.62% 14
2023
Q2 		$4.82M Sell
63,704
-1,778
-3% -$135K 1.54% 14
2023
Q1 		$4.99M Buy
65,482
+5,119
+8% +$388K 1.82% 15
2022
Q4 		$4.54M Sell
60,363
-151
-0.2% -$11.3K 1.81% 14
2022
Q3 		$4.5M Buy
60,514
+3,182
+6% +$242K 1.85% 16
2022
Q2 		$4.37M Sell
57,332
-1,795
-3% -$138K 1.74% 16
2022
Q1 		$4.62M Sell
59,127
-704
-1% -$56K 1.56% 14
2021
Q4 		$4.86M Buy
59,831
+30
+0.1% +$2.45K 1.6% 15
2021
Q3 		$4.93M Buy
59,801
+913
+2% +$75.4K 1.79% 14
2021
Q2 		$4.87M Buy
58,888
+4,647
+9% +$384K 2.11% 12
2021
Q1 		$4.47M Buy
54,241
+213
+0.4% +$17.6K 1.98% 13
2020
Q4 		$4.5M Buy
54,028
+6,190
+13% +$513K 2.19% 10
2020
Q3 		$3.96M Buy
47,838
+781
+2% +$64.7K 2.34% 10
2020
Q2 		$3.89M Buy
47,057
+5,262
+13% +$428K 2.79% 9
2020
Q1 		$3.31M Buy
41,795
+4,039
+11% +$325K 2.18% 13
2019
Q4 		$3.06M Buy
+37,756
New +$3.06M 1.76% 14

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

Curtis Advisory Group's VCSH Position: Q1 2026 in Review

Curtis Advisory Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 14% in Q1 2026, selling an estimated $1.26M and leaving 96,389 shares worth $7.64M. The position accounts for 1.65% of the portfolio, ranked #14.

Curtis Advisory Group first reported a position in VCSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.94M in Q4 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Curtis Advisory Group held 96,389 shares of Vanguard Short-Term Corporate Bond ETF worth $7.64M as of Q1 2026.
  • Curtis Advisory Group sold 15,763 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.26M.
  • Vanguard Short-Term Corporate Bond ETF made up 1.65% of Curtis Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Curtis Advisory Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Curtis Advisory Group's Vanguard Short-Term Corporate Bond ETF position peaked at $8.94M in Q4 2025.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.