Independence Asset Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Independence Asset 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
2025 Q4	–	Sell	-10,720	Closed	-$857K	–	23
2025 Q3	$857K	Sell	10,720 -3,161	-23%	-$251K	0.36%	14
2025 Q2	$1.1M	Sell	13,881 -41,287	-75%	-$3.25M	0.68%	11
2025 Q1	$4.34M	Sell	55,168 -52,726	-49%	-$4.13M	14.07%	3
2024 Q4	$8.42M	Buy	107,894 +89,513	+487%	+$7.02M	38.94%	1
2024 Q3	$1.46M	Sell	18,381 -1,276	-6%	-$100K	28.94%	2
2024 Q2	$1.52M	Hold	19,657	–	–	36.39%	2
2024 Q1	$1.51M	Hold	19,657	–	–	36.49%	2
2023 Q4	$1.52M	Buy	+19,657	New	+$1.49M	38.49%	2

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Independence Asset Advisors's VCSH Position: Q4 2025 in Review

Independence Asset Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2025, closing a stake of 10,720 shares — an estimated $857K sold.

Independence Asset Advisors first reported a position in VCSH in Q4 2023 and held it in 8 quarters. The position peaked at $8.42M in Q4 2024. 1,436 funds tracked by Wall St. Rank hold VCSH as of Q4 2025.

Independence Asset Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Independence Asset Advisors sold 10,720 Vanguard Short-Term Corporate Bond ETF shares in Q4 2025, an estimated $857K.
Independence Asset Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Independence Asset Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $8.42M in Q4 2024.
1,436 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2025.

Based on Independence Asset Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.