Essential Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Essential Planning’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	$384K	Sell	4,846 -217	-4%	-$17.3K	0.12%	64
2025 Q4	$404K	Sell	5,063 -1,848	-27%	-$147K	0.13%	60
2025 Q3	$552K	Sell	6,911 -909	-12%	-$72.3K	0.19%	47
2025 Q2	$622K	Sell	7,820 -449	-5%	-$35.4K	0.23%	44
2025 Q1	$653K	Sell	8,269 -527,714	-98%	-$41.4M	0.26%	38
2024 Q4	$42M	Buy	535,983 +527,235	+6,027%	+$41.4M	0.27%	35
2024 Q3	$695K	Sell	8,748 -334	-4%	-$26.2K	0.29%	35
2024 Q2	$702K	Sell	9,082 -571	-6%	-$43.9K	0.31%	32
2024 Q1	$747K	Hold	9,653	–	–	0.37%	29
2023 Q4	$747K	Sell	9,653 -268	-3%	-$20.3K	0.38%	28
2023 Q3	$737K	Sell	9,921 -2,347	-19%	-$177K	0.41%	25
2023 Q2	$928K	Sell	12,268 -763	-6%	-$58K	0.53%	20
2023 Q1	$968K	Sell	13,031 -16,635	-56%	-$1.26M	0.59%	20
2022 Q4	$2.17M	Buy	+29,666	New	+$2.22M	1.67%	14

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 $530B 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 $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Essential Planning's VCSH Position: Q1 2026 in Review

Essential Planning reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.3% in Q1 2026, selling an estimated $17.3K and leaving 4,846 shares worth $384K. The position accounts for 0.12% of the portfolio, ranked #64.

Essential Planning first reported a position in VCSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $42M in Q4 2024. 1,456 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Essential Planning held 4,846 shares of Vanguard Short-Term Corporate Bond ETF worth $384K as of Q1 2026.
Essential Planning sold 217 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $17.3K.
Vanguard Short-Term Corporate Bond ETF made up 0.12% of Essential Planning's portfolio in Q1 2026, its #64 holding.
Essential Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Essential Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $42M in Q4 2024.
1,456 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.