LWM
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Laidlaw Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Laidlaw Wealth Management’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
-37,257
Closed -$2.91M – 151
2024
Q4 		$2.91M Buy
37,257
+6,864
+23% +$538K 1.27% 16
2024
Q3 		$2.41M Sell
30,393
-26,381
-46% -$2.07M 1.19% 24
2024
Q2 		$4.39M Buy
56,774
+4,524
+9% +$348K 2.41% 7
2024
Q1 		$4.04M Buy
52,250
+1,154
+2% +$89.1K 2.25% 7
2023
Q4 		$3.95M Sell
51,096
-16,774
-25% -$1.27M 1.44% 10
2023
Q3 		$5.1M Sell
67,870
-7,180
-10% -$542K 1.69% 6
2023
Q2 		$5.68M Sell
75,050
-1,052
-1% -$79.9K 1.11% 12
2023
Q1 		$5.8M Buy
76,102
+10,606
+16% +$803K 1.18% 10
2022
Q4 		$4.92M Sell
65,496
-3,683
-5% -$275K 1.06% 13
2022
Q3 		$5.14M Buy
69,179
+11,667
+20% +$889K 1.2% 10
2022
Q2 		$4.39M Buy
57,512
+47,251
+460% +$3.63M 0.89% 20
2022
Q1 		$801K Sell
10,261
-1,019
-9% -$81K 0.13% 157
2021
Q4 		$917K Sell
11,280
-316
-3% -$25.8K 0.15% 148
2021
Q3 		$956K Sell
11,596
-718
-6% -$59.3K 0.25% 96
2021
Q2 		$1.02M Buy
12,314
+846
+7% +$69.9K 0.26% 93
2021
Q1 		$946K Buy
11,468
+922
+9% +$76.4K 0.32% 84
2020
Q4 		$878K Buy
10,546
+4,052
+62% +$336K 0.18% 135
2020
Q3 		$538K Buy
6,494
+1,800
+38% +$149K 0.24% 106
2020
Q2 		$388K Buy
4,694
+683
+17% +$55.6K 0.2% 111
2020
Q1 		$317K Sell
4,011
-1,845
-32% -$148K 0.21% 110
2019
Q4 		$474K Buy
+5,856
New +$474K 0.3% 98

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

Laidlaw Wealth Management's VCSH Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 37,257 shares — an estimated $2.91M sold.

Laidlaw Wealth Management first reported a position in VCSH in Q4 2019 and held it in 21 quarters. The position peaked at $5.8M in Q1 2023. 1,326 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 37,257 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $2.91M.
  • Laidlaw Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $5.8M in Q1 2023.
  • 1,326 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.