IBEX Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

IBEX Wealth 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	$1.39M	Sell	17,567 -20,340	-54%	-$1.62M	0.13%	93
2025 Q4	$3.02M	Buy	37,907 +340	+0.9%	+$27.1K	0.3%	78
2025 Q3	$3M	Buy	37,567 +2,014	+6%	+$160K	0.29%	79
2025 Q2	$2.83M	Buy	35,553 +1,643	+5%	+$129K	0.3%	74
2025 Q1	$2.68M	Buy	33,910 +270	+0.8%	+$21.2K	0.35%	71
2024 Q4	$2.62M	Buy	+33,640	New	+$2.64M	0.31%	75
2023 Q1	–	Sell	-45,297	Closed	-$3.41M	–	173
2022 Q4	$3.41M	Sell	45,297 -220	-0.5%	-$16.4K	0.77%	43
2022 Q3	$3.38M	Buy	45,517 +9,374	+26%	+$714K	0.88%	39
2022 Q2	$2.76M	Sell	36,143 -1,774	-5%	-$136K	0.63%	62
2022 Q1	$2.96M	Buy	37,917 +34,676	+1,070%	+$2.76M	0.57%	66
2021 Q4	$263K	Buy	3,241 +2,427	+298%	+$198K	0.05%	156
2021 Q3	$67K	Buy	+814	New	+$67.3K	0.01%	253
2019 Q3	–	Sell	-876	Closed	-$70K	–	381
2019 Q2	$70K	Buy	+876	New	+$69.9K	0.02%	186
2017 Q4	–	Sell	-2,566	Closed	-$205K	–	137
2017 Q3	$205K	Buy	2,566 +14	+0.5%	+$1.12K	0.08%	127
2017 Q2	$203K	Buy	+2,552	New	+$204K	0.08%	126
2017 Q1	–	Sell	-2,930	Closed	-$233K	–	373
2016 Q4	$233K	Sell	2,930 -222	-7%	-$17.7K	0.11%	105
2016 Q3	$254K	Buy	+3,152	New	+$254K	0.14%	104

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

IBEX Wealth Advisors's VCSH Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 54% in Q1 2026, selling an estimated $1.62M and leaving 17,567 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #93.

IBEX Wealth Advisors first reported a position in VCSH in Q3 2016 and has held it in 17 quarters since. The position peaked at $3.41M in Q4 2022. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

IBEX Wealth Advisors held 17,567 shares of Vanguard Short-Term Corporate Bond ETF worth $1.39M as of Q1 2026.
IBEX Wealth Advisors sold 20,340 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.62M.
Vanguard Short-Term Corporate Bond ETF made up 0.13% of IBEX Wealth Advisors's portfolio in Q1 2026, its #93 holding.
IBEX Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2016 and has held it in 17 quarters since.
IBEX Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $3.41M in Q4 2022.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.