EFS
VCSH icon

Essex Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Essex Financial Services’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 		$2.08M Buy
26,201
+1,105
+4% +$88.1K 0.12% 169
2025
Q4 		$2M Buy
25,096
+888
+4% +$70.9K 0.11% 172
2025
Q3 		$1.93M Sell
24,208
-1,183
-5% -$94.1K 0.12% 167
2025
Q2 		$2.02M Sell
25,391
-4,606
-15% -$363K 0.13% 152
2025
Q1 		$2.37M Buy
29,997
+2,715
+10% +$213K 0.17% 122
2024
Q4 		$2.13M Sell
27,282
-265
-1% -$20.8K 0.15% 133
2024
Q3 		$2.17M Sell
27,547
-875
-3% -$68.7K 0.16% 125
2024
Q2 		$2.22M Buy
28,422
+4,113
+17% +$316K 0.17% 119
2024
Q1 		$1.88M Sell
24,309
-2,077
-8% -$160K 0.17% 117
2023
Q4 		$2.04M Buy
26,386
+11,505
+77% +$872K 0.21% 104
2023
Q3 		$1.12M Buy
14,881
+196
+1% +$14.8K 0.13% 163
2023
Q2 		$1.11M Buy
14,685
+491
+3% +$37.3K 0.13% 162
2023
Q1 		$1.08M Buy
14,194
+647
+5% +$49K 0.11% 171
2022
Q4 		$1.02M Sell
13,547
-514
-4% -$38.4K 0.11% 180
2022
Q3 		$1.04M Buy
14,061
+3,365
+31% +$256K 0.12% 153
2022
Q2 		$816K Buy
10,696
+995
+10% +$76.5K 0.09% 203
2022
Q1 		$758K Sell
9,701
-554
-5% -$44.1K 0.07% 231
2021
Q4 		$833K Sell
10,255
-453
-4% -$37K 0.08% 220
2021
Q3 		$882K Buy
10,708
+1,655
+18% +$137K 0.1% 198
2021
Q2 		$747K Hold
9,053
– – 0.11% 192
2021
Q1 		$747K Buy
+9,053
New +$750K 0.13% 161
2018
Q2 		– Sell
-6,568
Closed -$515K – 344
2018
Q1 		$515K Buy
+6,568
New +$517K 0.1% 193

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

Essex Financial Services's VCSH Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.4% in Q1 2026, buying an estimated $88.1K and bringing the position to 26,201 shares worth $2.08M. The position accounts for 0.12% of the portfolio, ranked #169.

Essex Financial Services first reported a position in VCSH in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.37M in Q1 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Essex Financial Services held 26,201 shares of Vanguard Short-Term Corporate Bond ETF worth $2.08M as of Q1 2026.
  • Essex Financial Services bought 1,105 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $88.1K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.12% of Essex Financial Services's portfolio in Q1 2026, its #169 holding.
  • Essex Financial Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and has held it in 22 quarters since.
  • Essex Financial Services's Vanguard Short-Term Corporate Bond ETF position peaked at $2.37M in Q1 2025.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.