Lodestar Private Asset Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Lodestar Private Asset 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	$237K	Sell	2,985 -103	-3%	-$8.21K	0.02%	218
2025 Q4	$246K	Buy	3,088 +10	+0.3%	+$798	0.02%	209
2025 Q3	$246K	Sell	3,078 -17	-0.5%	-$1.35K	0.03%	206
2025 Q2	$246K	Buy	3,095 +495	+19%	+$39K	0.03%	205
2025 Q1	$205K	Buy	2,600 +5	+0.2%	+$392	0.03%	215
2024 Q4	$202K	Buy	2,595 +9	+0.3%	+$706	0.03%	212
2024 Q3	$205K	Buy	+2,586	New	+$203K	0.03%	212
2023 Q4	–	Sell	-2,861	Closed	-$215K	–	211
2023 Q3	$215K	Buy	2,861 +143	+5%	+$10.8K	0.04%	185
2023 Q2	$206K	Sell	2,718 -683	-20%	-$51.9K	0.03%	190
2023 Q1	$259K	Sell	3,401 -5,009	-60%	-$379K	0.05%	166
2022 Q4	$632K	Buy	+8,410	New	+$628K	0.12%	108

Other funds holding VCSH

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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 $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return