Lifeworks Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Lifeworks Advisors’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	-3,067	Closed	-$244K	–	341
2025 Q2	$244K	Sell	3,067 -7	-0.2%	-$551	0.04%	281
2025 Q1	$243K	Sell	3,074 -3,890	-56%	-$305K	0.04%	274
2024 Q4	$543K	Buy	6,964 +2,056	+42%	+$161K	0.1%	159
2024 Q3	$390K	Buy	+4,908	New	+$385K	0.08%	195
2022 Q3	–	Sell	-3,662	Closed	-$279K	–	157
2022 Q2	$279K	Sell	3,662 -26	-0.7%	-$2K	0.18%	106
2022 Q1	$288K	Sell	3,688 -10	-0.3%	-$795	0.19%	104
2021 Q4	$300K	Buy	+3,698	New	+$302K	0.24%	97

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Lifeworks Advisors's VCSH Position: Q3 2025 in Review

Lifeworks Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2025, closing a stake of 3,067 shares — an estimated $244K sold.

Lifeworks Advisors first reported a position in VCSH in Q4 2021 and held it in 7 quarters. The position peaked at $543K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold VCSH as of Q3 2025.

Lifeworks Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Lifeworks Advisors sold 3,067 Vanguard Short-Term Corporate Bond ETF shares in Q3 2025, an estimated $244K.
Lifeworks Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Lifeworks Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $543K in Q4 2024.
1,347 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2025.

Based on Lifeworks Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.