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

Level 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
2026
Q1 		$1.88M Buy
23,687
+218
+0.9% +$17.4K 0.88% 17
2025
Q4 		$1.87M Buy
23,469
+916
+4% +$73.1K 0.96% 17
2025
Q3 		$1.8M Sell
22,553
-21
-0.1% -$1.67K 0.95% 16
2025
Q2 		$1.79M Buy
22,574
+125
+0.6% +$9.85K 1.04% 15
2025
Q1 		$1.77M Sell
22,449
-261
-1% -$20.5K 1.16% 12
2024
Q4 		$1.77M Buy
+22,710
New +$1.78M 1.25% 12

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

Level Wealth Management's VCSH Position: Q1 2026 in Review

Level Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.93% in Q1 2026, buying an estimated $17.4K and bringing the position to 23,687 shares worth $1.88M. The position accounts for 0.88% of the portfolio, ranked #17.

Level Wealth Management first reported a position in VCSH in Q4 2024 and has held it in 6 quarters since. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Level Wealth Management held 23,687 shares of Vanguard Short-Term Corporate Bond ETF worth $1.88M as of Q1 2026.
  • Level Wealth Management bought 218 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $17.4K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.88% of Level Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Level Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.