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

Iams Wealth 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
Q4 		– Sell
-8,121
Closed -$649K – 206
2025
Q3 		$649K Buy
8,121
+3,350
+70% +$266K 0.26% 106
2025
Q2 		$379K Sell
4,771
-416
-8% -$32.8K 0.17% 126
2025
Q1 		$409K Buy
5,187
+896
+21% +$70.3K 0.19% 122
2024
Q4 		$335K Buy
+4,291
New +$337K 0.15% 128

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
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
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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Iams Wealth Management's VCSH Position: Q4 2025 in Review

Iams Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2025, closing a stake of 8,121 shares — an estimated $649K sold.

Iams Wealth Management first reported a position in VCSH in Q4 2024 and held it in 4 quarters. The position peaked at $649K in Q3 2025. 1,430 funds tracked by Wall St. Rank hold VCSH as of Q4 2025.

  • Iams Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Iams Wealth Management sold 8,121 Vanguard Short-Term Corporate Bond ETF shares in Q4 2025, an estimated $649K.
  • Iams Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Iams Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $649K in Q3 2025.
  • 1,430 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.