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

Litman Gregory 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
-3,355
Closed -$262K – 143
2024
Q4 		$262K Sell
3,355
-18,278
-84% -$1.43M 0.02% 117
2024
Q3 		$1.72M Sell
21,633
-8,829
-29% -$693K 0.14% 57
2024
Q2 		$2.35M Sell
30,462
-18,316
-38% -$1.41M 0.21% 49
2024
Q1 		$3.77M Sell
48,778
-25,717
-35% -$1.99M 0.34% 47
2023
Q4 		$5.76M Buy
74,495
+3,018
+4% +$229K 0.55% 40
2023
Q3 		$5.37M Buy
71,477
+93
+0.1% +$7.02K 0.55% 39
2023
Q2 		$5.4M Buy
+71,384
New +$5.42M 0.67% 24
2023
Q1 		– Sell
-67,890
Closed -$5.1M – 96
2022
Q4 		$5.1M Buy
67,890
+52,610
+344% +$3.93M 0.71% 25
2022
Q3 		$1.14M Sell
15,280
-71,506
-82% -$5.45M 0.18% 38
2022
Q2 		$6.62M Buy
+86,786
New +$6.67M 0.97% 20
2018
Q1 		– Sell
-3,035
Closed -$241K – 173
2017
Q4 		$241K Hold
3,035
– – 0.07% 28
2017
Q3 		$243K Hold
3,035
– – 0.12% 28
2017
Q2 		$243K Hold
3,035
– – 0.14% 24
2017
Q1 		$242K Hold
3,035
– – 0.15% 26
2016
Q4 		$241K Hold
3,035
– – 0.16% 22
2016
Q3 		$244K Hold
3,035
– – 0.18% 21
2016
Q2 		$245K Hold
3,035
– – 0.19% 20
2016
Q1 		$243K Hold
3,035
– – 0.19% 21
2015
Q4 		$240K Buy
+3,035
New +$241K 0.17% 23

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Litman Gregory Wealth Management's VCSH Position: Q1 2025 in Review

Litman Gregory Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 3,355 shares — an estimated $262K sold.

Litman Gregory Wealth Management first reported a position in VCSH in Q4 2015 and held it in 19 quarters. The position peaked at $6.62M in Q2 2022. 1,330 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • Litman Gregory Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 3,355 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $262K.
  • Litman Gregory Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 19 quarters.
  • Litman Gregory Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $6.62M in Q2 2022.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.