McKinley Carter Wealth Services
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McKinley Carter Wealth Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

McKinley Carter Wealth Services’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
Q3 		– Sell
-2,938
Closed -$232K – 331
2026
Q2 		$232K Sell
2,938
-33
-1% -$2.61K 0.01% 305
2026
Q1 		$236K Buy
2,971
+33
+1% +$2.63K 0.01% 286
2025
Q4 		$234K Sell
2,938
-32
-1% -$2.55K 0.01% 300
2025
Q3 		$237K Sell
2,970
-593
-17% -$47.2K 0.01% 298
2025
Q2 		$283K Sell
3,563
-802
-18% -$63.2K 0.02% 263
2025
Q1 		$345K Sell
4,365
-1,970
-31% -$154K 0.02% 247
2024
Q4 		$494K Sell
6,335
-2,914
-32% -$229K 0.03% 201
2024
Q3 		$735K Sell
9,249
-18,486
-67% -$1.45M 0.04% 181
2024
Q2 		$2.14M Buy
27,735
+41
+0.1% +$3.15K 0.14% 109
2024
Q1 		$2.14M Sell
27,694
-1,985
-7% -$153K 0.14% 105
2023
Q4 		$2.3M Sell
29,679
-2,600
-8% -$197K 0.17% 97
2023
Q3 		$2.43M Sell
32,279
-1,534
-5% -$116K 0.19% 92
2023
Q2 		$2.56M Buy
33,813
+25
+0.1% +$1.9K 0.19% 90
2023
Q1 		$2.58M Buy
33,788
+633
+2% +$47.9K 0.2% 88
2022
Q4 		$2.49M Buy
33,155
+29,374
+777% +$2.2M 0.21% 88
2022
Q3 		$281K Sell
3,781
-76
-2% -$5.79K 0.03% 238
2022
Q2 		$294K Buy
3,857
+954
+33% +$73.3K 0.03% 245
2022
Q1 		$227K Hold
2,903
– – 0.02% 273
2021
Q4 		$236K Sell
2,903
-492
-14% -$40.2K 0.02% 272
2021
Q3 		$279K Sell
3,395
-121
-3% -$10K 0.02% 247
2021
Q2 		$290K Sell
3,516
-152
-4% -$12.6K 0.02% 244
2021
Q1 		$302K Buy
3,668
+164
+5% +$13.6K 0.03% 242
2020
Q4 		$292K Buy
+3,504
New +$291K 0.04% 218

Other funds holding VCSH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McKinley Carter Wealth Services's VCSH Position: Q3 2026 in Review

McKinley Carter Wealth Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2026, closing a stake of 2,938 shares — an estimated $232K sold.

McKinley Carter Wealth Services first reported a position in VCSH in Q4 2020 and held it in 23 quarters. The position peaked at $2.58M in Q1 2023. 1,076 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • McKinley Carter Wealth Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,938 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $232K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 23 quarters.
  • McKinley Carter Wealth Services's Vanguard Short-Term Corporate Bond ETF position peaked at $2.58M in Q1 2023.
  • 1,076 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.