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

Empirical 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	$217M	Buy	2,738,923 +309,827	+13%	+$24.7M	3.77%	6
2025 Q4	$194M	Buy	2,429,096 +92,483	+4%	+$7.38M	3.47%	6
2025 Q3	$187M	Buy	2,336,613 +80,235	+4%	+$6.38M	3.76%	5
2025 Q2	$179M	Buy	2,256,378 +85,810	+4%	+$6.76M	4.06%	3
2025 Q1	$171M	Buy	2,170,568 +13,903	+0.6%	+$1.09M	4.42%	3
2024 Q4	$168M	Buy	2,156,665 +69,456	+3%	+$5.45M	4.58%	4
2024 Q3	$166M	Buy	2,087,209 +58,811	+3%	+$4.62M	4.67%	3
2024 Q2	$157M	Buy	2,028,398 +22,269	+1%	+$1.71M	4.73%	3
2024 Q1	$155M	Buy	2,006,129 +34,341	+2%	+$2.65M	4.81%	1
2023 Q4	$153M	Buy	1,971,788 +16,376	+0.8%	+$1.24M	5.18%	1
2023 Q3	$147M	Buy	1,955,412 +80,457	+4%	+$6.07M	5.78%	1
2023 Q2	$142M	Buy	1,874,955 +51,236	+3%	+$3.89M	5.72%	1
2023 Q1	$139M	Buy	1,823,719 +50,825	+3%	+$3.85M	6.03%	1
2022 Q4	$133M	Buy	1,772,894 +102,126	+6%	+$7.63M	6.28%	1
2022 Q3	$124M	Sell	1,670,768 -62,945	-4%	-$4.8M	6.51%	1
2022 Q2	$132M	Sell	1,733,713 -125,362	-7%	-$9.63M	6.94%	1
2022 Q1	$145M	Buy	1,859,075 +50,383	+3%	+$4.01M	7.24%	1
2021 Q4	$147M	Buy	1,808,692 +61,188	+4%	+$5M	7.34%	1
2021 Q3	$144M	Buy	1,747,504 +48,442	+3%	+$4M	8.2%	1
2021 Q2	$141M	Buy	1,699,062 +72,964	+4%	+$6.03M	8.51%	1
2021 Q1	$134M	Buy	1,626,098 +26,752	+2%	+$2.22M	10.8%	1
2020 Q4	$133M	Buy	1,599,346 +55,324	+4%	+$4.59M	10.16%	1
2020 Q3	$128M	Buy	1,544,022 +35,362	+2%	+$2.93M	10.93%	1
2020 Q2	$125M	Sell	1,508,660 -69,632	-4%	-$5.66M	11.65%	1
2020 Q1	$125M	Sell	1,578,292 -29,791	-2%	-$2.4M	13.7%	1
2019 Q4	$130M	Buy	1,608,083 +93,485	+6%	+$7.57M	14.39%	1
2019 Q3	$123M	Buy	1,514,598 +71,756	+5%	+$5.8M	14.96%	1
2019 Q2	$116M	Buy	1,442,842 +54,035	+4%	+$4.31M	15.2%	1
2019 Q1	$111M	Buy	1,388,807 +40,541	+3%	+$3.2M	16.12%	1
2018 Q4	$105M	Sell	1,348,266 -2,336	-0.2%	-$182K	17.86%	1
2018 Q3	$106M	Buy	1,350,602 +22,410	+2%	+$1.75M	18.73%	1
2018 Q2	$104M	Buy	1,328,192 +34,482	+3%	+$2.69M	19.42%	1
2018 Q1	$101M	Buy	1,293,710 +102,201	+9%	+$8.04M	20.05%	1
2017 Q4	$94.5M	Buy	1,191,509 +75,057	+7%	+$5.98M	20.26%	1
2017 Q3	$89.5M	Buy	1,116,452 +26,395	+2%	+$2.12M	20.64%	1
2017 Q2	$87.2M	Buy	1,090,057 +17,154	+2%	+$1.37M	21.24%	1
2017 Q1	$85.6M	Buy	1,072,903 +30,497	+3%	+$2.43M	21.32%	1
2016 Q4	$82.7M	Buy	1,042,406 +23,899	+2%	+$1.91M	20.31%	1
2016 Q3	$82M	Buy	1,018,507 +8,667	+0.9%	+$699K	21.43%	1
2016 Q2	$81.6M	Sell	1,009,840 -4,005	-0.4%	-$321K	21.44%	1
2016 Q1	$81.1M	Sell	1,013,845 -16,498	-2%	-$1.31M	19.62%	1
2015 Q4	$81.4M	Sell	1,030,343 -9,329	-0.9%	-$741K	19.8%	1
2015 Q3	$82.9M	Sell	1,039,672 -1,845	-0.2%	-$147K	19.56%	1
2015 Q2	$82.9M	Buy	1,041,517 +28,048	+3%	+$2.24M	19.26%	1
2015 Q1	$81.3M	Buy	1,013,469 +1,277	+0.1%	+$102K	19.5%	1
2014 Q4	$80.6M	Buy	1,012,192 +13,131	+1%	+$1.05M	19.69%	1
2014 Q3	$79.8M	Buy	999,061 +18,268	+2%	+$1.46M	19.3%	1
2014 Q2	$78.8M	Buy	980,793 +42,158	+4%	+$3.38M	19.54%	1
2014 Q1	$75.1M	Buy	938,635 +23,640	+3%	+$1.89M	19.77%	1
2013 Q4	$73M	Buy	914,995 +51,007	+6%	+$4.08M	20.64%	1
2013 Q3	$68.8M	Buy	863,988 +16,892	+2%	+$1.34M	21.51%	1
2013 Q2	$67M	Buy	+847,096	New	+$67.9M	22.34%	1

Other funds holding VCSH

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

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