GeoWealth Management
VCSH icon

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

GeoWealth 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
2026
Q3 		$9.8M Buy
127,447
+46,357
+57% +$3.63M 0.33% 45
2026
Q2 		$6.41M Buy
81,090
+40,884
+102% +$3.23M 0.2% 64
2026
Q1 		$3.19M Buy
40,206
+15,379
+62% +$1.23M 0.11% 114
2025
Q4 		$1.98M Buy
24,827
+12,178
+96% +$972K 0.07% 158
2025
Q3 		$1.01M Sell
12,649
-1,268
-9% -$101K 0.04% 295
2025
Q2 		$1.11M Buy
13,917
+1,008
+8% +$79.4K 0.04% 232
2025
Q1 		$1.02M Buy
12,909
+117
+0.9% +$9.17K 0.04% 256
2024
Q4 		$998K Sell
12,792
-7,008
-35% -$550K 0.03% 295
2024
Q3 		$1.57M Sell
19,800
-22,086
-53% -$1.73M 0.06% 221
2024
Q2 		$3.24M Sell
41,886
-6,282
-13% -$483K 0.14% 108
2024
Q1 		$3.72M Buy
48,168
+18,813
+64% +$1.45M 0.14% 119
2023
Q4 		$2.27M Buy
29,355
+2,818
+11% +$213K 0.19% 111
2023
Q3 		$2M Buy
26,537
+77
+0.3% +$5.81K 0.23% 98
2023
Q2 		$2M Sell
26,460
-1,741
-6% -$132K 0.22% 86
2023
Q1 		$2.15M Sell
28,201
-43
-0.2% -$3.26K 0.25% 65
2022
Q4 		$2.12M Sell
28,244
-294
-1% -$22K 0.22% 75
2022
Q3 		$2.12M Sell
28,538
-2,332
-8% -$178K 0.23% 82
2022
Q2 		$2.35M Sell
30,870
-714
-2% -$54.9K 0.32% 71
2022
Q1 		$2.47M Sell
31,584
-6,918
-18% -$550K 0.22% 98
2021
Q4 		$3.13M Sell
38,502
-1,184
-3% -$96.7K 0.26% 82
2021
Q3 		$3.27M Buy
39,686
+300
+0.8% +$24.8K 0.27% 83
2021
Q2 		$3.26M Sell
39,386
-10,548
-21% -$872K 0.41% 59
2021
Q1 		$4.12M Buy
49,934
+3,288
+7% +$272K 0.64% 46
2020
Q4 		$3.88M Buy
+46,646
New +$3.87M 0.62% 44
2019
Q4 		– Sell
-3,175
Closed -$257K – 214
2019
Q3 		$257K Buy
+3,175
New +$257K 0.06% 171

Other funds holding VCSH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

GeoWealth Management's VCSH Position: Q3 2026 in Review

GeoWealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 57% in Q3 2026, buying an estimated $3.63M and bringing the position to 127,447 shares worth $9.8M. The position accounts for 0.33% of the portfolio, ranked #45.

GeoWealth Management first reported a position in VCSH in Q3 2019 and has held it in 25 quarters since. 1,221 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • GeoWealth Management held 127,447 shares of Vanguard Short-Term Corporate Bond ETF worth $9.8M as of Q3 2026.
  • GeoWealth Management bought 46,357 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $3.63M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.33% of GeoWealth Management's portfolio in Q3 2026, its #45 holding.
  • GeoWealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.