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Financial Strategies Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Financial Strategies Group’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
-166,442
Closed -$12.9M – 98
2024
Q4 		$12.9M Buy
166,442
+2,123
+1% +$167K 3.1% 8
2024
Q3 		$12.9M Buy
164,319
+2,824
+2% +$222K 3.03% 8
2024
Q2 		$12.5M Buy
161,495
+895
+0.6% +$68.8K 3.14% 8
2024
Q1 		$12.4M Buy
160,600
+6,617
+4% +$511K 3.32% 9
2023
Q4 		$11.9M Buy
153,983
+2,853
+2% +$216K 3.4% 10
2023
Q3 		$11.3M Buy
151,130
+4,624
+3% +$349K 3.56% 9
2023
Q2 		$11.1M Buy
146,506
+30,438
+26% +$2.31M 3.55% 10
2023
Q1 		$8.85M Buy
116,068
+24,255
+26% +$1.84M 3.41% 10
2022
Q4 		$6.9M Sell
91,813
-145
-0.2% -$10.8K 2.87% 11
2022
Q3 		$6.83M Sell
91,958
-1,363
-1% -$104K 3.1% 11
2022
Q2 		$7.12M Buy
93,321
+2,487
+3% +$191K 2.98% 11
2022
Q1 		$7.09M Sell
90,834
-1,911
-2% -$152K 2.83% 11
2021
Q4 		$7.54M Buy
92,745
+7,716
+9% +$630K 3.07% 11
2021
Q3 		$7.01M Buy
85,029
+3,236
+4% +$267K 3.13% 11
2021
Q2 		$6.76M Buy
81,793
+9,369
+13% +$775K 3.13% 11
2021
Q1 		$5.97M Buy
72,424
+10,043
+16% +$832K 3.09% 11
2020
Q4 		$5.19M Buy
62,381
+4,863
+8% +$403K 2.9% 10
2020
Q3 		$4.76M Buy
57,518
+6,542
+13% +$542K 3.21% 10
2020
Q2 		$4.21M Buy
50,976
+1,983
+4% +$161K 3.14% 10
2020
Q1 		$3.88M Sell
48,993
-864
-2% -$69.5K 3.51% 8
2019
Q4 		$4.04M Buy
+49,857
New +$4.04M 3.26% 8

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Strategies Group's VCSH Position: Q1 2025 in Review

Financial Strategies Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 166,442 shares — an estimated $12.9M sold.

Financial Strategies Group first reported a position in VCSH in Q4 2019 and held it in 21 quarters. The position peaked at $12.9M in Q4 2024. 1,327 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • Financial Strategies Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Strategies Group sold 166,442 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $12.9M.
  • Financial Strategies Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 21 quarters.
  • Financial Strategies Group's Vanguard Short-Term Corporate Bond ETF position peaked at $12.9M in Q4 2024.
  • 1,327 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on Financial Strategies Group's 13F filing for Q1 2025, filed 16 May 2025.