Estate Counselors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Estate Counselors’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	–	Sell	-4,195	Closed	-$334K	–	117
2025 Q4	$334K	Sell	4,195 -140,425	-97%	-$11.2M	0.03%	84
2025 Q3	$11.6M	Buy	144,620 +17,475	+14%	+$1.39M	0.99%	13
2025 Q2	$10.1M	Buy	127,145 +124,160	+4,159%	+$9.78M	0.99%	12
2025 Q1	$236K	Buy	2,985 +385	+15%	+$30.2K	0.02%	89
2024 Q4	$203K	Sell	2,600 -1,626	-38%	-$128K	0.02%	98
2024 Q3	$336K	Sell	4,226 -103,064	-96%	-$8.09M	0.03%	96
2024 Q2	$8.29M	Buy	107,290 +103,795	+2,970%	+$7.98M	0.91%	11
2024 Q1	$270K	Sell	3,495 -96,920	-97%	-$7.48M	0.03%	108
2023 Q4	$7.77M	Buy	100,415 +49,055	+96%	+$3.72M	0.96%	24
2023 Q3	$3.86M	Sell	51,360 -1,850	-3%	-$140K	0.51%	39
2023 Q2	$4.03M	Sell	53,210 -244,200	-82%	-$18.6M	0.51%	40
2023 Q1	$22.7M	Buy	297,410 +211,047	+244%	+$16M	3%	6
2022 Q4	$6.49M	Sell	86,363 -229,815	-73%	-$17.2M	0.91%	33
2022 Q3	$23.5M	Buy	316,178 +33,360	+12%	+$2.54M	3.63%	5
2022 Q2	$21.6M	Sell	282,818 -35,458	-11%	-$2.72M	3.21%	7
2022 Q1	$24.9M	Buy	318,276 +151,216	+91%	+$12M	3.23%	6
2021 Q4	$13.6M	Buy	167,060 +2,715	+2%	+$222K	1.65%	21
2021 Q3	$13.5M	Buy	164,345 +94,250	+134%	+$7.79M	1.69%	18
2021 Q2	$5.8M	Buy	70,095 +4,085	+6%	+$338K	0.76%	40
2021 Q1	$5.45M	Sell	66,010 -1,960	-3%	-$162K	0.8%	42
2020 Q4	$5.66M	Sell	67,970 -21,470	-24%	-$1.78M	0.85%	36
2020 Q3	$7.41M	Sell	89,440 -470	-0.5%	-$39K	1.15%	31
2020 Q2	$7.46M	Buy	89,910 +1,830	+2%	+$149K	1.19%	28
2020 Q1	$6.97M	Sell	88,080 -105,910	-55%	-$8.52M	1.15%	32
2019 Q4	$15.7M	Sell	193,990 -5,480	-3%	-$444K	2.31%	12
2019 Q3	$16.2M	Sell	199,470 -130	-0.1%	-$10.5K	2.48%	14
2019 Q2	$16.1M	Sell	199,600 -7,500	-4%	-$599K	2.52%	13
2019 Q1	$16.5M	Buy	207,100 +101,340	+96%	+$7.99M	2.83%	12
2018 Q4	$8.24M	Buy	105,760 +65,110	+160%	+$5.06M	1.67%	24
2018 Q3	$3.18M	Sell	40,650 -400	-1%	-$31.3K	0.58%	46
2018 Q2	$3.21M	Buy	+41,050	New	+$3.21M	0.61%	45
2018 Q1	–	Sell	-126,030	Closed	-$9.99M	–	74
2017 Q4	$9.99M	Sell	126,030 -20,250	-14%	-$1.61M	2%	19
2017 Q3	$11.7M	Buy	146,280 +19,330	+15%	+$1.55M	2.33%	16
2017 Q2	$10.2M	Buy	126,950 +112,650	+788%	+$9M	2.3%	16
2017 Q1	$1.14M	Sell	14,300 -71,950	-83%	-$5.72M	0.3%	49
2016 Q4	$6.85M	Sell	86,250 -59,100	-41%	-$4.71M	1.89%	18
2016 Q3	$11.7M	Sell	145,350 -32,740	-18%	-$2.64M	4.54%	6
2016 Q2	$14.4M	Sell	178,090 -3,280	-2%	-$263K	5.74%	3
2016 Q1	$14.5M	Buy	181,370 +28,080	+18%	+$2.22M	6.4%	3
2015 Q4	$12.1M	Buy	153,290 +14,025	+10%	+$1.11M	4.94%	7
2015 Q3	$11.1M	Sell	139,265 -149,500	-52%	-$11.9M	4.46%	9
2015 Q2	$23M	Buy	288,765 +146,660	+103%	+$11.7M	7.98%	1
2015 Q1	$11.4M	Sell	142,105 -3,675	-3%	-$294K	4.05%	12
2014 Q4	$11.6M	Buy	145,780 +5,690	+4%	+$455K	4.11%	11
2014 Q3	$11.2M	Buy	140,090 +400	+0.3%	+$32K	4.31%	10
2014 Q2	$11.2M	Sell	139,690 -1,215	-0.9%	-$97.5K	4.29%	10
2014 Q1	$11.3M	Sell	140,905 -830	-0.6%	-$66.4K	4.53%	8
2013 Q4	$11.3M	Buy	141,735 +5,025	+4%	+$402K	5.02%	7
2013 Q3	$10.9M	Buy	136,710 +8,450	+7%	+$671K	5.03%	6
2013 Q2	$10.2M	Buy	+128,260	New	+$10.3M	5.14%	7

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