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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
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 $1.37T 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

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

Modern Wealth Management opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2026: 100,350 shares worth $7.93M. The stake represents 0.14% of the portfolio and ranks #160 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in VCSH as recently as Q3 2024.

Modern Wealth Management first reported a position in VCSH in Q4 2023 and has held it in 5 quarters since. 1,456 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Modern Wealth Management held 100,350 shares of Vanguard Short-Term Corporate Bond ETF worth $7.93M as of Q1 2026.
  • Vanguard Short-Term Corporate Bond ETF was a new Modern Wealth Management position in Q1 2026.
  • Vanguard Short-Term Corporate Bond ETF made up 0.14% of Modern Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Modern Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,456 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.