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

Lee Financial’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	-13,486	Closed	-$1.08M	–	153
2025 Q4	$1.08M	Buy	+13,486	New	+$1.08M	0.15%	72
2023 Q3	–	Sell	-1,000	Closed	-$75.7K	–	859
2023 Q2	$75.7K	Hold	1,000	–	–	0.01%	190
2023 Q1	$76.2K	Hold	1,000	–	–	0.01%	203
2022 Q4	$75.2K	Buy	+1,000	New	+$74.7K	0.01%	223
2019 Q3	–	Sell	-3,203	Closed	-$258K	–	535
2019 Q2	$258K	Hold	3,203	–	–	0.06%	118
2019 Q1	$255K	Hold	3,203	–	–	0.06%	117
2018 Q4	$250K	Hold	3,203	–	–	0.07%	107
2018 Q3	$250K	Hold	3,203	–	–	0.06%	116
2018 Q2	$250K	Hold	3,203	–	–	0.06%	141
2018 Q1	$251K	Buy	+3,203	New	+$252K	0.06%	142

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

Lee Financial's VCSH Position: Q1 2026 in Review

Lee Financial sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2026, closing a stake of 13,486 shares — an estimated $1.08M sold.

Lee Financial first reported a position in VCSH in Q1 2018 and held it in 10 quarters. The position peaked at $1.08M in Q4 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Lee Financial reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Lee Financial sold 13,486 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.08M.
Lee Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and held it in 10 quarters.
Lee Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $1.08M in Q4 2025.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.