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

Dakota 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 		$258K Sell
3,254
-796
-20% -$63.4K 0.01% 685
2025
Q4 		$323K Buy
4,050
+662
+20% +$52.8K 0.01% 634
2025
Q3 		$271K Buy
+3,388
New +$269K 0.01% 571
2025
Q1 		– Sell
-2,587
Closed -$202K – 803
2024
Q4 		$202K Buy
+2,587
New +$203K ﹤0.01% 714
2024
Q3 		– Sell
-2,737
Closed -$212K – 769
2024
Q2 		$212K Hold
2,737
– – 0.01% 653
2024
Q1 		$212K Buy
2,737
+144
+6% +$11.1K 0.01% 664
2023
Q4 		$201K Sell
2,593
-4,371
-63% -$331K 0.01% 613
2023
Q3 		$523K Buy
6,964
+106
+2% +$8K 0.02% 395
2023
Q2 		$519K Sell
6,858
-786
-10% -$59.7K 0.02% 376
2023
Q1 		$583K Sell
7,644
-2,362
-24% -$179K 0.04% 334
2022
Q4 		$752K Sell
10,006
-28,915
-74% -$2.16M 0.05% 264
2022
Q3 		$2.89M Sell
38,921
-25,275
-39% -$1.93M 0.23% 103
2022
Q2 		$4.9M Sell
64,196
-14,859
-19% -$1.14M 0.45% 57
2022
Q1 		$6.17M Sell
79,055
-1,343
-2% -$107K 0.5% 53
2021
Q4 		$6.53M Sell
80,398
-3,814
-5% -$312K 0.69% 34
2021
Q3 		$6.94M Sell
84,212
-2,401
-3% -$198K 0.8% 29
2021
Q2 		$7.16M Buy
86,613
+1,798
+2% +$149K 0.85% 29
2021
Q1 		$7M Sell
84,815
-27,510
-24% -$2.28M 0.92% 27
2020
Q4 		$9.35M Sell
112,325
-1,065
-0.9% -$88.3K 1.22% 18
2020
Q3 		$9.39M Sell
113,390
-3,546
-3% -$294K 1.48% 13
2020
Q2 		$9.67M Buy
116,936
+5,782
+5% +$470K 1.65% 11
2020
Q1 		$8.79M Buy
111,154
+357
+0.3% +$28.7K 1.92% 9
2019
Q4 		$8.98M Sell
110,797
-1,753
-2% -$142K 1.44% 12
2019
Q3 		$9.12M Buy
112,550
+1,012
+0.9% +$81.8K 1.57% 14
2019
Q2 		$9M Buy
111,538
+1,445
+1% +$115K 1.72% 13
2019
Q1 		$8.78M Buy
110,093
+10,604
+11% +$836K 1.75% 10
2018
Q4 		$7.78M Hold
99,489
– – 1.76% 10
2018
Q3 		$7.78M Sell
99,489
-176
-0.2% -$13.8K 1.75% 10
2018
Q2 		$7.78M Sell
99,665
-776
-0.8% -$60.6K 2.16% 9
2018
Q1 		$7.88M Buy
100,441
+2,072
+2% +$163K 4.06% 8
2017
Q4 		$7.8M Buy
98,369
+1,618
+2% +$129K 4.13% 9
2017
Q3 		$7.75M Sell
96,751
-77
-0.1% -$6.17K 4.2% 10
2017
Q2 		$7.75M Buy
96,828
+11,841
+14% +$947K 4.28% 8
2017
Q1 		$6.78M Buy
84,987
+684
+0.8% +$54.4K 3.96% 10
2016
Q4 		$6.69M Buy
84,303
+41,223
+96% +$3.29M 4.32% 10
2016
Q3 		$3.47M Buy
43,080
+10,445
+32% +$843K 2.25% 18
2016
Q2 		$2.64M Buy
32,635
+23,425
+254% +$1.88M 1.77% 19
2016
Q1 		$737K Buy
+9,210
New +$729K 0.53% 30

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

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

Dakota Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 20% in Q1 2026, selling an estimated $63.4K and leaving 3,254 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #685.

Dakota Wealth Management first reported a position in VCSH in Q1 2016 and has held it in 38 quarters since. The position peaked at $9.67M in Q2 2020. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Dakota Wealth Management held 3,254 shares of Vanguard Short-Term Corporate Bond ETF worth $258K as of Q1 2026.
  • Dakota Wealth Management sold 796 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $63.4K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #685 holding.
  • Dakota Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2016 and has held it in 38 quarters since.
  • Dakota Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $9.67M in Q2 2020.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.