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

Modern 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
Q2 		$18.2M Buy
230,631
+130,281
+130% +$10.3M 0.22% 118
2026
Q1 		$7.93M Buy
+100,350
New +$8M 0.14% 160
2024
Q4 		– Sell
-3,744
Closed -$297K – 602
2024
Q3 		$297K Buy
3,744
+336
+10% +$26.4K 0.02% 344
2024
Q2 		$263K Sell
3,408
-905
-21% -$69.6K 0.02% 335
2024
Q1 		$333K Buy
4,313
+692
+19% +$53.4K 0.03% 228
2023
Q4 		$280K Buy
+3,621
New +$274K 0.04% 151

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

Modern Wealth Management's VCSH Position: Q2 2026 in Review

Modern Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 130% in Q2 2026, buying an estimated $10.3M and bringing the position to 230,631 shares worth $18.2M. The position accounts for 0.22% of the portfolio, ranked #118.

Modern Wealth Management first reported a position in VCSH in Q4 2023 and has held it in 6 quarters since. 1,468 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Modern Wealth Management held 230,631 shares of Vanguard Short-Term Corporate Bond ETF worth $18.2M as of Q2 2026.
  • Modern Wealth Management bought 130,281 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $10.3M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.22% of Modern Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Modern Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,468 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.