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Legacy Wealth Management (Mississippi)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q3 		– Sell
-3,330
Closed -$265K – 98
2025
Q2 		$265K Sell
3,330
-4,450
-57% -$351K 0.08% 77
2025
Q1 		$614K Sell
7,780
-625
-7% -$49K 0.2% 59
2024
Q4 		$656K Buy
+8,405
New +$659K 0.26% 56

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s VCSH Position: Q3 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2025, closing a stake of 3,330 shares — an estimated $265K sold.

Legacy Wealth Management (Mississippi) first reported a position in VCSH in Q4 2024 and held it in 3 quarters. The position peaked at $656K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold VCSH as of Q3 2025.

  • Legacy Wealth Management (Mississippi) reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 3,330 Vanguard Short-Term Corporate Bond ETF shares in Q3 2025, an estimated $265K.
  • Legacy Wealth Management (Mississippi) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Mississippi)'s Vanguard Short-Term Corporate Bond ETF position peaked at $656K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2025, filed 23 Oct 2025.