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

Exencial 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 		$32.7M Buy
412,032
+6,964
+2% +$555K 1.02% 21
2025
Q4 		$32.3M Buy
405,068
+10,229
+3% +$816K 1.02% 21
2025
Q3 		$31.6M Buy
394,839
+7,163
+2% +$570K 1.03% 20
2025
Q2 		$30.8M Sell
387,676
-6,886
-2% -$542K 1.09% 18
2025
Q1 		$31.1M Buy
394,562
+8,209
+2% +$644K 1.15% 17
2024
Q4 		$30.1M Buy
386,353
+11,116
+3% +$872K 1.1% 17
2024
Q3 		$29.8M Buy
375,237
+107,634
+40% +$8.45M 1.07% 16
2024
Q2 		$20.7M Sell
267,603
-25,732
-9% -$1.98M 0.78% 28
2024
Q1 		$22.7M Buy
293,335
+2,329
+0.8% +$180K 0.85% 23
2023
Q4 		$22.5M Buy
291,006
+33,513
+13% +$2.54M 0.92% 23
2023
Q3 		$19.4M Buy
257,493
+10,737
+4% +$810K 0.94% 24
2023
Q2 		$18.7M Buy
246,756
+140,758
+133% +$10.7M 0.86% 28
2023
Q1 		$8.08M Buy
105,998
+2,073
+2% +$157K 0.42% 70
2022
Q4 		$7.81M Buy
103,925
+95,901
+1,195% +$7.17M 0.42% 74
2022
Q3 		$596K Buy
8,024
+124
+2% +$9.45K 0.04% 252
2022
Q2 		$602K Hold
7,900
– – 0.03% 265
2022
Q1 		$617K Sell
7,900
-60
-0.8% -$4.77K 0.03% 277
2021
Q4 		$647K Sell
7,960
-3,246
-29% -$265K 0.03% 269
2021
Q3 		$874K Buy
11,206
+3,385
+43% +$280K 0.04% 199
2021
Q2 		$647K Buy
7,821
+311
+4% +$25.7K 0.04% 279
2021
Q1 		$620K Sell
7,510
-250
-3% -$20.7K 0.04% 257
2020
Q4 		$646K Hold
7,760
– – 0.04% 223
2020
Q3 		$643K Sell
7,760
-37
-0.5% -$3.07K 0.03% 236
2020
Q2 		$645K Sell
7,797
-514
-6% -$41.8K 0.06% 204
2020
Q1 		$657K Sell
8,311
-2,077
-20% -$167K 0.12% 135
2019
Q4 		$842K Buy
10,388
+5,220
+101% +$423K 0.15% 129
2019
Q3 		$419K Buy
+5,168
New +$418K 0.09% 164
2019
Q1 		– Sell
-2,702
Closed -$211K – 231
2018
Q4 		$211K Buy
+2,702
New +$210K 0.06% 197

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Exencial Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.7% in Q1 2026, buying an estimated $555K and bringing the position to 412,032 shares worth $32.7M. The position accounts for 1.02% of the portfolio, ranked #21.

Exencial Wealth Advisors first reported a position in VCSH in Q4 2018 and has held it in 28 quarters since. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Exencial Wealth Advisors held 412,032 shares of Vanguard Short-Term Corporate Bond ETF worth $32.7M as of Q1 2026.
  • Exencial Wealth Advisors bought 6,964 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $555K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Exencial Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.