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

Marietta 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	$3.99M	Buy	50,361 +1,702	+3%	+$136K	0.47%	73
2025 Q4	$3.88M	Buy	48,659 +2,311	+5%	+$184K	0.45%	75
2025 Q3	$3.7M	Buy	46,348 +3,769	+9%	+$300K	0.45%	74
2025 Q2	$3.39M	Buy	42,579 +904	+2%	+$71.2K	0.44%	74
2025 Q1	$3.29M	Buy	41,675 +3,230	+8%	+$253K	0.48%	73
2024 Q4	$3M	Buy	38,445 +1,952	+5%	+$153K	0.43%	71
2024 Q3	$2.9M	Sell	36,493 -707	-2%	-$55.5K	0.42%	73
2024 Q2	$2.87M	Buy	37,200 +785	+2%	+$60.4K	0.45%	72
2024 Q1	$2.82M	Buy	36,415 +2,465	+7%	+$190K	0.46%	74
2023 Q4	$2.63M	Buy	33,950 +555	+2%	+$42K	0.47%	75
2023 Q3	$2.51M	Buy	33,395 +3,236	+11%	+$244K	0.5%	73
2023 Q2	$2.28M	Buy	30,159 +4,247	+16%	+$323K	0.43%	78
2023 Q1	$1.98M	Buy	25,912 +2,313	+10%	+$175K	0.42%	77
2022 Q4	$1.77M	Buy	+23,599	New	+$1.76M	0.4%	80

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