Kelleher Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kelleher Financial 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	$736K	Hold	9,285	–	–	0.19%	91
2025 Q4	$740K	Buy	9,285 +1,435	+18%	+$115K	0.17%	89
2025 Q3	$627K	Buy	+7,850	New	+$624K	0.16%	93
2022 Q4	–	Sell	-42,542	Closed	-$3.16M	–	119
2022 Q3	$3.16M	Sell	42,542 -1,472	-3%	-$112K	2.27%	7
2022 Q2	$3.36M	Hold	44,014	–	–	1.51%	10
2022 Q1	$3.44M	Sell	44,014 -2,126	-5%	-$169K	1.9%	8
2021 Q4	$3.75M	Buy	46,140 +19,524	+73%	+$1.6M	1.99%	8
2021 Q3	$2.19M	Buy	+26,616	New	+$2.2M	0.97%	17

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

Kelleher Financial Advisors's VCSH Position: Q1 2026 in Review

Kelleher Financial Advisors held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q1 2026 at 9,285 shares worth $736K. The position accounts for 0.19% of the portfolio, ranked #91.

Kelleher Financial Advisors first reported a position in VCSH in Q3 2021 and has held it in 8 quarters since. The position peaked at $3.75M in Q4 2021. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Kelleher Financial Advisors held 9,285 shares of Vanguard Short-Term Corporate Bond ETF worth $736K as of Q1 2026.
Kelleher Financial Advisors left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Corporate Bond ETF made up 0.19% of Kelleher Financial Advisors's portfolio in Q1 2026, its #91 holding.
Kelleher Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2021 and has held it in 8 quarters since.
Kelleher Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $3.75M in Q4 2021.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.