IFPL
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Investments & Financial Planning LLC’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Investments & Financial Planning LLC’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 		$10.8M Sell
135,922
-362
-0.3% -$28.8K 5.87% 5
2025
Q4 		$10.9M Buy
136,284
+49,651
+57% +$3.96M 5.83% 6
2025
Q3 		$6.92M Buy
86,633
+2,095
+2% +$167K 3.74% 8
2025
Q2 		$6.72M Sell
84,538
-6,089
-7% -$480K 3.87% 8
2025
Q1 		$7.15M Sell
90,627
-1,687
-2% -$132K 4.65% 8
2024
Q4 		$7.2M Buy
92,314
+1,990
+2% +$156K 4.44% 8
2024
Q3 		$7.17M Buy
90,324
+11,438
+14% +$898K 4.54% 8
2024
Q2 		$6.1M Sell
78,886
-2,652
-3% -$204K 4.09% 8
2024
Q1 		$6.3M Buy
81,538
+1,221
+2% +$94.3K 4.32% 8
2023
Q4 		$6.21M Buy
80,317
+30,492
+61% +$2.31M 4.65% 7
2023
Q3 		$3.74M Sell
49,825
-886
-2% -$66.9K 3.34% 8
2023
Q2 		$3.84M Sell
50,711
-2,874
-5% -$218K 3.32% 8
2023
Q1 		$4.08M Sell
53,585
-2,718
-5% -$206K 3.75% 8
2022
Q4 		$4.23M Buy
+56,303
New +$4.21M 4.15% 8
2022
Q2 		$4.99M Sell
65,428
-2,312
-3% -$178K 5.14% 6
2022
Q1 		$5.29M Sell
67,740
-1,712
-2% -$136K 4.62% 8
2021
Q4 		$5.51M Buy
+69,452
New +$5.67M 4.95% 7

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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Investments & Financial Planning LLC's VCSH Position: Q1 2026 in Review

Investments & Financial Planning LLC reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.27% in Q1 2026, selling an estimated $28.8K and leaving 135,922 shares worth $10.8M. The position accounts for 5.87% of the portfolio, ranked #5.

Investments & Financial Planning LLC first reported a position in VCSH in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2025. 1,456 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Investments & Financial Planning LLC held 135,922 shares of Vanguard Short-Term Corporate Bond ETF worth $10.8M as of Q1 2026.
  • Investments & Financial Planning LLC sold 362 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $28.8K.
  • Vanguard Short-Term Corporate Bond ETF made up 5.87% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #5 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Investments & Financial Planning LLC's Vanguard Short-Term Corporate Bond ETF position peaked at $10.9M in Q4 2025.
  • 1,456 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.