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

Evolution 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
2025 Q2	–	Sell	-18,961	Closed	-$1.5M	–	177
2025 Q1	$1.5M	Hold	18,961	–	–	0.25%	55
2024 Q4	$1.48M	Sell	18,961 -707	-4%	-$55.5K	0.25%	55
2024 Q3	$1.56M	Hold	19,668	–	–	0.28%	52
2024 Q2	$1.52M	Hold	19,668	–	–	0.3%	50
2024 Q1	$1.52M	Hold	19,668	–	–	0.29%	49
2023 Q4	$1.52M	Hold	19,668	–	–	0.31%	46
2023 Q3	$1.48M	Hold	19,668	–	–	0.33%	45
2023 Q2	$1.49M	Buy	19,668 +707	+4%	+$53.7K	0.33%	41
2023 Q1	$1.45M	Hold	18,961	–	–	0.35%	41
2022 Q4	$1.43M	Hold	18,961	–	–	0.36%	42
2022 Q3	$1.41M	Buy	+18,961	New	+$1.44M	0.39%	40

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Evolution Wealth Advisors's VCSH Position: Q2 2025 in Review

Evolution Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2025, closing a stake of 18,961 shares — an estimated $1.5M sold.

Evolution Wealth Advisors first reported a position in VCSH in Q3 2022 and held it in 11 quarters. The position peaked at $1.56M in Q3 2024. 1,349 funds tracked by Wall St. Rank hold VCSH as of Q2 2025.

Evolution Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 18,961 Vanguard Short-Term Corporate Bond ETF shares in Q2 2025, an estimated $1.5M.
Evolution Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and held it in 11 quarters.
Evolution Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.56M in Q3 2024.
1,349 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2025.

Based on Evolution Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.