GJIA
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Glass Jacobson Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Glass Jacobson Investment 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 		$3.35M Sell
42,270
-1,922
-4% -$153K 1.16% 17
2025
Q4 		$3.52M Sell
44,192
-1,944
-4% -$155K 1.27% 15
2025
Q3 		$3.69M Buy
46,136
+2,099
+5% +$167K 1.33% 14
2025
Q2 		$3.5M Buy
44,037
+326
+0.7% +$25.7K 1.35% 14
2025
Q1 		$3.41M Hold
43,711
– – 1.12% 15
2024
Q4 		$3.41M Buy
43,711
+1,069
+3% +$83.8K 1.12% 15
2024
Q3 		$3.39M Buy
42,642
+1,909
+5% +$150K 1.12% 16
2024
Q2 		$3.15M Buy
40,733
+1,713
+4% +$132K 1.15% 18
2024
Q1 		$3.02M Buy
39,020
+931
+2% +$71.9K 1.13% 18
2023
Q4 		$2.95M Buy
38,089
+3,660
+11% +$277K 1.2% 17
2023
Q3 		$2.59M Buy
34,429
+1,544
+5% +$117K 1.19% 16
2023
Q2 		$2.49M Buy
+32,885
New +$2.5M 1.14% 17
2022
Q4 		$2.42M Buy
+32,198
New +$2.41M 1.2% 15

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return