IFWM
VCSH icon

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

Institute for 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
2026
Q2 		$269K Sell
3,405
-82
-2% -$6.48K 0.02% 449
2026
Q1 		$276K Sell
3,487
-19
-0.5% -$1.51K 0.03% 447
2025
Q4 		$280K Sell
3,506
-5,073
-59% -$405K 0.03% 451
2025
Q3 		$686K Buy
8,579
+62
+0.7% +$4.93K 0.07% 260
2025
Q2 		$677K Buy
8,517
+819
+11% +$64.5K 0.08% 256
2025
Q1 		$608K Buy
7,698
+69
+0.9% +$5.41K 0.08% 258
2024
Q4 		$595K Sell
7,629
-104
-1% -$8.16K 0.07% 258
2024
Q3 		$614K Sell
7,733
-103
-1% -$8.08K 0.08% 259
2024
Q2 		$605K Sell
7,836
-360
-4% -$27.7K 0.08% 242
2024
Q1 		$634K Buy
8,196
+209
+3% +$16.1K 0.08% 242
2023
Q4 		$618K Sell
7,987
-76
-0.9% -$5.76K 0.1% 229
2023
Q3 		$606K Sell
8,063
-730
-8% -$55.1K 0.11% 222
2023
Q2 		$665K Sell
8,793
-1,151
-12% -$87.5K 0.11% 209
2023
Q1 		$758K Sell
9,944
-334
-3% -$25.3K 0.14% 180
2022
Q4 		$773K Sell
10,278
-1,289
-11% -$96.3K 0.16% 173
2022
Q3 		$859K Sell
11,567
-2,160
-16% -$165K 0.19% 142
2022
Q2 		$1.05M Sell
13,727
-408
-3% -$31.4K 0.21% 124
2022
Q1 		$1.1M Sell
14,135
-2,747
-16% -$218K 0.18% 142
2021
Q4 		$1.37M Buy
16,882
+3,093
+22% +$253K 0.22% 115
2021
Q3 		$1.14M Buy
13,789
+583
+4% +$48.2K 0.2% 128
2021
Q2 		$1.09M Buy
13,206
+59
+0.4% +$4.88K 0.19% 138
2021
Q1 		$1.08M Buy
13,147
+462
+4% +$38.3K 0.21% 130
2020
Q4 		$1.06M Buy
12,685
+208
+2% +$17.3K 0.21% 116
2020
Q3 		$1.03M Sell
12,477
-542
-4% -$44.9K 0.24% 109
2020
Q2 		$1.08M Sell
13,019
-17,888
-58% -$1.46M 0.26% 100
2020
Q1 		$2.44M Sell
30,907
-13,382
-30% -$1.08M 0.75% 25
2019
Q4 		$3.59M Sell
44,289
-2,084
-4% -$169K 0.81% 21
2019
Q3 		$3.76M Sell
46,373
-11,109
-19% -$898K 0.95% 16
2019
Q2 		$4.64M Sell
57,482
-4,631
-7% -$370K 1.03% 12
2019
Q1 		$4.96M Buy
62,113
+26,196
+73% +$2.06M 1.08% 11
2018
Q4 		$2.8M Buy
35,917
+7,401
+26% +$576K 1.15% 17
2018
Q3 		$2.23M Sell
28,516
-1,206
-4% -$94.3K 0.75% 31
2018
Q2 		$2.32M Buy
29,722
+1,572
+6% +$123K 0.74% 29
2018
Q1 		$2.2M Sell
28,150
-22,743
-45% -$1.79M 0.65% 34
2017
Q4 		$4.41M Buy
50,893
+15,424
+43% +$1.23M 1.02% 12
2017
Q3 		$2.85M Buy
35,469
+151
+0.4% +$12.1K 0.93% 20
2017
Q2 		$2.83M Buy
+35,318
New +$2.82M 0.78% 17

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Institute for Wealth Management's VCSH Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.4% in Q2 2026, selling an estimated $6.48K and leaving 3,405 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #449.

Institute for Wealth Management first reported a position in VCSH in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.96M in Q1 2019. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Institute for Wealth Management held 3,405 shares of Vanguard Short-Term Corporate Bond ETF worth $269K as of Q2 2026.
  • Institute for Wealth Management sold 82 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $6.48K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #449 holding.
  • Institute for Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • Institute for Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $4.96M in Q1 2019.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.