MWM
VCSH icon

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

Modera 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 		$68.2M Sell
860,315
-52,838
-6% -$4.21M 0.82% 32
2025
Q4 		$72.8M Sell
913,153
-17,500
-2% -$1.4M 0.84% 31
2025
Q3 		$74.4M Sell
930,653
-18,402
-2% -$1.46M 0.86% 31
2025
Q2 		$75.4M Sell
949,055
-23,417
-2% -$1.84M 0.93% 27
2025
Q1 		$76.8M Sell
972,472
-9,934
-1% -$779K 1.04% 23
2024
Q4 		$76.6M Buy
982,406
+134,941
+16% +$10.6M 0.93% 26
2024
Q3 		$67.3M Buy
847,465
+4,303
+0.5% +$338K 0.86% 30
2024
Q2 		$65.2M Buy
843,162
+228,495
+37% +$17.6M 0.96% 30
2024
Q1 		$47.5M Buy
614,667
+33,067
+6% +$2.55M 0.72% 36
2023
Q4 		$45M Sell
581,600
-2,893
-0.5% -$219K 0.74% 34
2023
Q3 		$43.9M Buy
584,493
+9,976
+2% +$753K 0.83% 32
2023
Q2 		$43.5M Buy
574,517
+565,089
+5,994% +$42.9M 0.79% 32
2023
Q1 		$719K Buy
9,428
+25
+0.3% +$1.89K 0.03% 181
2022
Q4 		$707K Sell
9,403
-2,462
-21% -$184K 0.03% 171
2022
Q3 		$881K Buy
11,865
+1,442
+14% +$110K 0.04% 144
2022
Q2 		$795K Sell
10,423
-2,252
-18% -$173K 0.04% 160
2022
Q1 		$990K Buy
12,675
+2,383
+23% +$190K 0.04% 156
2021
Q4 		$837K Buy
10,292
+7,604
+283% +$621K 0.03% 191
2021
Q3 		$221K Buy
+2,688
New +$222K 0.01% 246
2021
Q2 		– Sell
-2,796
Closed -$231K – 250
2021
Q1 		$231K Buy
+2,796
New +$232K 0.02% 202
2019
Q1 		– Sell
-3,157
Closed -$246K – 147
2018
Q4 		$246K Hold
3,157
– – 0.05% 110
2018
Q3 		$247K Sell
3,157
-3,500
-53% -$274K 0.05% 122
2018
Q2 		$520K Buy
6,657
+2,252
+51% +$176K 0.11% 69
2018
Q1 		$345K Sell
4,405
-3,850
-47% -$303K 0.07% 85
2017
Q4 		$655K Sell
8,255
-906
-10% -$72.2K 0.14% 60
2017
Q3 		$734K Sell
9,161
-70
-0.8% -$5.61K 0.17% 54
2017
Q2 		$739K Sell
9,231
-1,848
-17% -$148K 0.18% 52
2017
Q1 		$883K Sell
11,079
-1,646
-13% -$131K 0.22% 43
2016
Q4 		$1.01M Sell
12,725
-345
-3% -$27.5K 0.34% 33
2016
Q3 		$1.05M Sell
13,070
-2,265
-15% -$183K 0.35% 32
2016
Q2 		$1.24M Sell
15,335
-12,801
-45% -$1.03M 0.43% 27
2016
Q1 		$2.25M Sell
28,136
-10,168
-27% -$805K 0.79% 15
2015
Q4 		$3.03M Sell
38,304
-19,615
-34% -$1.56M 1.2% 12
2015
Q3 		$4.62M Sell
57,919
-28,000
-33% -$2.23M 1.92% 11
2015
Q2 		$6.84M Sell
85,919
-50,377
-37% -$4.03M 2.7% 12
2015
Q1 		$10.9M Sell
136,296
-9,709
-7% -$777K 4.26% 10
2014
Q4 		$11.6M Sell
146,005
-34,821
-19% -$2.79M 4.51% 9
2014
Q3 		$14.4M Buy
+180,826
New +$14.5M 6.11% 8

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Modera Wealth Management's VCSH Position: Q1 2026 in Review

Modera Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 5.8% in Q1 2026, selling an estimated $4.21M and leaving 860,315 shares worth $68.2M. The position accounts for 0.82% of the portfolio, ranked #32.

Modera Wealth Management first reported a position in VCSH in Q3 2014 and has held it in 38 quarters since. The position peaked at $76.8M in Q1 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Modera Wealth Management held 860,315 shares of Vanguard Short-Term Corporate Bond ETF worth $68.2M as of Q1 2026.
  • Modera Wealth Management sold 52,838 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $4.21M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.82% of Modera Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Modera Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2014 and has held it in 38 quarters since.
  • Modera Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $76.8M in Q1 2025.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.