FM
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Family Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Family Management’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
Q1 		– Sell
-55,256
Closed -$4.31M – 238
2024
Q4 		$4.31M Sell
55,256
-19,008
-26% -$1.49M 0.69% 37
2024
Q3 		$5.9M Sell
74,264
-9,832
-12% -$772K 0.97% 23
2024
Q2 		$6.5M Buy
84,096
+2,321
+3% +$179K 1.14% 22
2024
Q1 		$6.32M Sell
81,775
-6,597
-7% -$509K 1.16% 21
2023
Q4 		$6.84M Sell
88,372
-17,357
-16% -$1.31M 1.42% 18
2023
Q3 		$7.95M Sell
105,729
-8,070
-7% -$609K 1.8% 15
2023
Q2 		$8.61M Buy
113,799
+11,560
+11% +$878K 1.89% 15
2023
Q1 		$7.79M Sell
102,239
-465
-0.5% -$35.2K 1.79% 14
2022
Q4 		$7.72M Sell
102,704
-35,949
-26% -$2.69M 1.88% 12
2022
Q3 		$10.3M Sell
138,653
-48,445
-26% -$3.69M 2.65% 9
2022
Q2 		$14.3M Buy
187,098
+72,729
+64% +$5.59M 3.84% 3
2022
Q1 		$8.93M Buy
114,369
+3,972
+4% +$316K 2.48% 10
2021
Q4 		$8.97M Buy
110,397
+12,309
+13% +$1.01M 2.33% 10
2021
Q3 		$8.08M Buy
98,088
+48,958
+100% +$4.05M 2.23% 12
2021
Q2 		$4.06M Sell
49,130
-10,066
-17% -$832K 1.08% 29
2021
Q1 		$4.88M Buy
59,196
+13,906
+31% +$1.15M 1.53% 21
2020
Q4 		$3.77M Buy
45,290
+32,884
+265% +$2.73M 1.29% 28
2020
Q3 		$1.03M Buy
+12,406
New +$1.03M 0.45% 52
2020
Q2 		– Sell
-6,346
Closed -$502K – 176
2020
Q1 		$502K Sell
6,346
-14,088
-69% -$1.13M 0.25% 76
2019
Q4 		$1.66M Sell
20,434
-11,803
-37% -$956K 0.57% 52
2019
Q3 		$2.61M Sell
32,237
-2,993
-8% -$242K 0.97% 33
2019
Q2 		$2.84M Buy
35,230
+9,812
+39% +$783K 1.12% 29
2019
Q1 		$2.03M Buy
25,418
+6,265
+33% +$494K 0.87% 39
2018
Q4 		$1.49M Buy
+19,153
New +$1.49M 0.63% 45

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Family Management's VCSH Position: Q1 2025 in Review

Family Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 55,256 shares — an estimated $4.31M sold.

Family Management first reported a position in VCSH in Q4 2018 and held it in 24 quarters. The position peaked at $14.3M in Q2 2022. 1,330 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • Family Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Family Management sold 55,256 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $4.31M.
  • Family Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 24 quarters.
  • Family Management's Vanguard Short-Term Corporate Bond ETF position peaked at $14.3M in Q2 2022.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on Family Management's 13F filing for Q1 2025, filed 15 May 2025.