Middleton & Co’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Middleton & Co’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	$4.42M	Sell	55,821 -3,650	-6%	-$291K	0.5%	54
2025 Q4	$4.74M	Sell	59,471 -5,050	-8%	-$403K	0.5%	51
2025 Q3	$5.16M	Sell	64,521 -4,420	-6%	-$352K	0.56%	50
2025 Q2	$5.48M	Sell	68,941 -4,165	-6%	-$328K	0.62%	48
2025 Q1	$5.77M	Sell	73,106 -2,697	-4%	-$211K	0.67%	45
2024 Q4	$5.91M	Sell	75,803 -1,850	-2%	-$145K	0.65%	42
2024 Q3	$6.17M	Sell	77,653 -10,000	-11%	-$785K	0.68%	42
2024 Q2	$6.77M	Sell	87,653 -8,435	-9%	-$649K	0.79%	41
2024 Q1	$7.43M	Sell	96,088 -24,105	-20%	-$1.86M	0.86%	41
2023 Q4	$9.3M	Sell	120,193 -1,500	-1%	-$114K	1.16%	32
2023 Q3	$9.15M	Sell	121,693 -18,476	-13%	-$1.39M	1.26%	30
2023 Q2	$10.6M	Sell	140,169 -3,740	-3%	-$284K	1.41%	24
2023 Q1	$11M	Sell	143,909 -620	-0.4%	-$47K	1.58%	19
2022 Q4	$10.9M	Sell	144,529 -121,533	-46%	-$9.08M	1.61%	18
2022 Q3	$19.8M	Buy	+266,062	New	+$20.3M	3.01%	5

Other funds holding VCSH

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 $530B AUM 22.01% 1-Year Est. Return

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 $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Middleton & Co's VCSH Position: Q1 2026 in Review

Middleton & Co reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 6.1% in Q1 2026, selling an estimated $291K and leaving 55,821 shares worth $4.42M. The position accounts for 0.5% of the portfolio, ranked #54.

Middleton & Co first reported a position in VCSH in Q3 2022 and has held it in 15 quarters since. The position peaked at $19.8M in Q3 2022. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Middleton & Co held 55,821 shares of Vanguard Short-Term Corporate Bond ETF worth $4.42M as of Q1 2026.
Middleton & Co sold 3,650 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $291K.
Vanguard Short-Term Corporate Bond ETF made up 0.5% of Middleton & Co's portfolio in Q1 2026, its #54 holding.
Middleton & Co first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Middleton & Co's Vanguard Short-Term Corporate Bond ETF position peaked at $19.8M in Q3 2022.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.