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

Independent Solutions 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 Q3	–	Sell	-3,882	Closed	-$309K	–	190
2025 Q2	$309K	Sell	3,882 -34	-0.9%	-$2.68K	0.06%	151
2025 Q1	$309K	Buy	+3,916	New	+$307K	0.07%	149
2023 Q4	–	Sell	-2,776	Closed	-$209K	–	206
2023 Q3	$209K	Hold	2,776	–	–	0.05%	190
2023 Q2	$210K	Sell	2,776 -170	-6%	-$12.9K	0.05%	210
2023 Q1	$225K	Sell	2,946 -30	-1%	-$2.27K	0.07%	195
2022 Q4	$224K	Hold	2,976	–	–	0.07%	200
2022 Q3	$221K	Hold	2,976	–	–	0.07%	193
2022 Q2	$227K	Sell	2,976 -400	-12%	-$30.7K	0.07%	195
2022 Q1	$264K	Hold	3,376	–	–	0.06%	188
2021 Q4	$274K	Hold	3,376	–	–	0.06%	189
2021 Q3	$278K	Hold	3,376	–	–	0.07%	185
2021 Q2	$279K	Buy	+3,376	New	+$279K	0.07%	182

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Independent Solutions Wealth Management's VCSH Position: Q3 2025 in Review

Independent Solutions Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2025, closing a stake of 3,882 shares — an estimated $309K sold.

Independent Solutions Wealth Management first reported a position in VCSH in Q2 2021 and held it in 12 quarters. The position peaked at $309K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold VCSH as of Q3 2025.

Independent Solutions Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Independent Solutions Wealth Management sold 3,882 Vanguard Short-Term Corporate Bond ETF shares in Q3 2025, an estimated $309K.
Independent Solutions Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
Independent Solutions Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $309K in Q1 2025.
1,347 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.