KFG
VCSH icon

Kelly Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kelly Financial Group’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
Q2 		– Sell
-8,197
Closed -$647K – 89
2025
Q1 		$647K Sell
8,197
-1,000
-11% -$78.4K 0.2% 45
2024
Q4 		$717K Buy
+9,197
New +$721K 0.26% 41

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Kelly Financial Group's VCSH Position: Q2 2025 in Review

Kelly Financial Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2025, closing a stake of 8,197 shares — an estimated $647K sold.

Kelly Financial Group first reported a position in VCSH in Q4 2024 and held it in 2 quarters. The position peaked at $717K in Q4 2024. 1,349 funds tracked by Wall St. Rank hold VCSH as of Q2 2025.

  • Kelly Financial Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Kelly Financial Group sold 8,197 Vanguard Short-Term Corporate Bond ETF shares in Q2 2025, an estimated $647K.
  • Kelly Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Kelly Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $717K in Q4 2024.
  • 1,349 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2025.

Based on Kelly Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.