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Milestone Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Milestone Investment Advisors’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
Q2 		$10.2M Buy
128,841
+5,205
+4% +$411K 2.2% 16
2026
Q1 		$9.8M Buy
123,636
+3,740
+3% +$298K 2.37% 16
2025
Q4 		$9.56M Buy
119,896
+6,474
+6% +$517K 2.31% 16
2025
Q3 		$9.07M Buy
113,422
+4,219
+4% +$336K 2.25% 17
2025
Q2 		$8.68M Buy
109,203
+7,599
+7% +$599K 2.26% 16
2025
Q1 		$8.02M Buy
101,604
+2,934
+3% +$230K 2.23% 14
2024
Q4 		$7.7M Buy
98,670
+6,856
+7% +$538K 2.09% 15
2024
Q3 		$7.29M Sell
91,814
-2,576
-3% -$202K 2.04% 15
2024
Q2 		$7.29M Sell
94,390
-74
-0.1% -$5.69K 1.94% 18
2024
Q1 		$7.3M Sell
94,464
-168
-0.2% -$13K 1.97% 17
2023
Q4 		$7.32M Sell
94,632
-5,584
-6% -$423K 2.13% 17
2023
Q3 		$7.53M Sell
100,216
-646
-0.6% -$48.8K 2.14% 15
2023
Q2 		$7.63M Sell
100,862
-413
-0.4% -$31.4K 2.36% 14
2023
Q1 		$7.72M Buy
101,275
+2,362
+2% +$179K 2.38% 14
2022
Q4 		$7.44M Buy
+98,913
New +$7.39M 2.61% 12

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Milestone Investment Advisors's VCSH Position: Q2 2026 in Review

Milestone Investment Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.2% in Q2 2026, buying an estimated $411K and bringing the position to 128,841 shares worth $10.2M. The position accounts for 2.2% of the portfolio, ranked #16.

Milestone Investment Advisors first reported a position in VCSH in Q4 2022 and has held it in 15 quarters since. 1,474 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Milestone Investment Advisors held 128,841 shares of Vanguard Short-Term Corporate Bond ETF worth $10.2M as of Q2 2026.
  • Milestone Investment Advisors bought 5,205 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $411K.
  • Vanguard Short-Term Corporate Bond ETF made up 2.2% of Milestone Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Milestone Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.