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Kingswood Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-3,306
Closed -$258K – 825
2024
Q4 		$258K Buy
3,306
+182
+6% +$14.3K 0.02% 659
2024
Q3 		$248K Buy
+3,124
New +$245K 0.02% 620

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Kingswood Wealth Advisors's VCSH Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 3,306 shares — an estimated $258K sold.

Kingswood Wealth Advisors first reported a position in VCSH in Q3 2024 and held it in 2 quarters. The position peaked at $258K in Q4 2024. 1,326 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,306 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $258K.
  • Kingswood Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $258K in Q4 2024.
  • 1,326 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.