Kovitz Investment Group Partners
VCSH icon

Kovitz Investment Group Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-193,488
Closed -$15.4M – 524
2025
Q4 		$15.4M Sell
193,488
-147,566
-43% -$11.8M 0.34% 69
2025
Q3 		$27.3M Buy
341,054
+7,324
+2% +$583K 0.11% 175
2025
Q2 		$26.5M Sell
333,730
-1,107
-0.3% -$87.2K 0.11% 160
2025
Q1 		$26.4M Buy
334,837
+8,503
+3% +$667K 0.13% 143
2024
Q4 		$25.5M Buy
326,334
+303,429
+1,325% +$23.8M 0.12% 148
2024
Q3 		$1.62M Sell
22,905
-64,818
-74% -$5.09M 0.01% 528
2024
Q2 		$6.78M Sell
87,723
-2,275
-3% -$175K 0.06% 235
2024
Q1 		$6.96M Sell
89,998
-139
-0.2% -$10.7K 0.09% 166
2023
Q4 		$6.97M Buy
90,137
+11,989
+15% +$908K 0.12% 104
2023
Q3 		$5.87M Sell
78,148
-29,245
-27% -$2.21M 0.11% 113
2023
Q2 		$8.13M Sell
107,393
-17,949
-14% -$1.36M 0.12% 86
2023
Q1 		$9.55M Buy
125,342
+46,188
+58% +$3.5M 0.17% 80
2022
Q4 		$5.95M Buy
79,154
+3,611
+5% +$270K 0.12% 125
2022
Q3 		$5.61M Buy
75,543
+2,640
+4% +$201K 0.13% 120
2022
Q2 		$5.56M Sell
72,903
-2,588
-3% -$199K 0.12% 130
2022
Q1 		$5.89M Sell
75,491
-49,987
-40% -$3.98M 0.11% 136
2021
Q4 		$10.4M Buy
125,478
+42,879
+52% +$3.5M 0.25% 62
2021
Q3 		$6.81M Sell
82,599
-1,314
-2% -$109K 0.14% 112
2021
Q2 		$6.94M Sell
83,913
-29,240
-26% -$2.42M 0.14% 113
2021
Q1 		$9.34M Sell
113,153
-11,974
-10% -$992K 0.22% 76
2020
Q4 		$10.4M Sell
125,127
-13,752
-10% -$1.14M 0.25% 61
2020
Q3 		$11.5M Buy
138,879
+6,723
+5% +$557K 0.32% 51
2020
Q2 		$10.9M Buy
132,156
+65,456
+98% +$5.32M 0.34% 51
2020
Q1 		$5.28M Sell
66,700
-1,385
-2% -$111K 0.19% 88
2019
Q4 		$5.52M Buy
68,085
+852
+1% +$69K 0.16% 96
2019
Q3 		$5.45M Sell
67,233
-3,142
-4% -$254K 0.17% 95
2019
Q2 		$5.68M Buy
70,375
+17,987
+34% +$1.44M 0.18% 90
2019
Q1 		$4.18M Buy
52,388
+38,788
+285% +$3.06M 0.13% 120
2018
Q4 		$1.06M Buy
+13,600
New +$1.06M 0.04% 191

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

Kovitz Investment Group Partners's VCSH Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2026, closing a stake of 193,488 shares — an estimated $15.4M sold.

Kovitz Investment Group Partners first reported a position in VCSH in Q4 2018 and held it in 29 quarters. The position peaked at $27.3M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 193,488 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $15.4M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 29 quarters.
  • Kovitz Investment Group Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $27.3M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.