EWA
VCSH icon

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

EP 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 		$46.4M Sell
585,773
-264,252
-31% -$21.1M 0.23% 73
2025
Q4 		$67.8M Buy
+850,025
New +$67.8M 0.35% 47
2025
Q2 		$2.63M Buy
33,141
+5,993
+22% +$472K 0.02% 360
2025
Q1 		$2.14M Sell
27,148
-8,106
-23% -$636K 0.02% 359
2024
Q4 		$2.75M Sell
35,254
-152
-0.4% -$11.9K 0.02% 302
2024
Q3 		$2.81M Sell
35,406
-9,726
-22% -$763K 0.02% 300
2024
Q2 		$3.49M Buy
45,132
+2,145
+5% +$165K 0.04% 214
2024
Q1 		$3.32M Sell
42,987
-60,598
-59% -$4.68M 0.04% 214
2023
Q4 		$8.01M Buy
103,585
+61,506
+146% +$4.66M 0.1% 122
2023
Q3 		$3.16M Sell
42,079
-289,170
-87% -$21.8M 0.05% 193
2023
Q2 		$4.02M Buy
331,249
+328,569
+12,260% +$25M 0.06% 170
2023
Q1 		$677K Sell
2,680
-342,884
-99% -$26M 0.01% 359
2022
Q4 		$26M Buy
345,564
+253,863
+277% +$19M 0.47% 55
2022
Q3 		$6.81M Sell
91,701
-127,540
-58% -$9.72M 0.15% 98
2022
Q2 		$16.7M Buy
219,241
+106,585
+95% +$8.19M 0.38% 60
2022
Q1 		$8.8M Buy
112,656
+53,920
+92% +$4.29M 0.19% 85
2021
Q4 		$4.77M Buy
+58,736
New +$4.8M 0.11% 105
2021
Q3 		– Sell
-65,268
Closed -$5.4M – 564
2021
Q2 		$5.4M Sell
65,268
-10,574
-14% -$874K 0.15% 95
2021
Q1 		$6.26M Sell
75,842
-108,963
-59% -$9.03M 0.2% 80
2020
Q4 		$15.4M Buy
184,805
+167,544
+971% +$13.9M 0.54% 44
2020
Q3 		$1.43M Sell
17,261
-779
-4% -$64.6K 0.06% 135
2020
Q2 		$1.49M Buy
18,040
+539
+3% +$43.8K 0.06% 138
2020
Q1 		$1.38M Buy
17,501
+4,558
+35% +$367K 0.07% 139
2019
Q4 		$1.05M Buy
12,943
+142
+1% +$11.5K 0.04% 186
2019
Q3 		$1.04M Buy
12,801
+3,719
+41% +$301K 0.05% 153
2019
Q2 		$733K Buy
+9,082
New +$725K 0.05% 162
2019
Q1 		– Sell
-8,030
Closed -$626K – 269
2018
Q4 		$626K Sell
8,030
-2,081
-21% -$162K 0.05% 159
2018
Q3 		$790K Buy
10,111
+235
+2% +$18.4K 0.06% 138
2018
Q2 		$771K Buy
+9,876
New +$771K 0.07% 99
2018
Q1 		– Sell
-3,915
Closed -$310K – 220
2017
Q4 		$310K Buy
3,915
+715
+22% +$57K 0.03% 142
2017
Q3 		$256K Sell
3,200
-876
-21% -$70.2K 0.03% 149
2017
Q2 		$326K Buy
4,076
+376
+10% +$30.1K 0.04% 129
2017
Q1 		$295K Buy
3,700
+550
+17% +$43.7K 0.04% 117
2016
Q4 		$250K Buy
+3,150
New +$251K 0.04% 121

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

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

EP Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 31% in Q1 2026, selling an estimated $21.1M and leaving 585,773 shares worth $46.4M. The position accounts for 0.23% of the portfolio, ranked #73.

EP Wealth Advisors first reported a position in VCSH in Q4 2016 and has held it in 34 quarters since. The position peaked at $67.8M in Q4 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • EP Wealth Advisors held 585,773 shares of Vanguard Short-Term Corporate Bond ETF worth $46.4M as of Q1 2026.
  • EP Wealth Advisors sold 264,252 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $21.1M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.23% of EP Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • EP Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and has held it in 34 quarters since.
  • EP Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $67.8M in Q4 2025.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.