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

Moneta Group 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
Q1 		$241K Buy
3,037
+48
+2% +$3.83K ﹤0.01% 709
2025
Q4 		$238K Sell
2,989
-165
-5% -$13.2K ﹤0.01% 708
2025
Q3 		$252K Sell
3,154
-107
-3% -$8.51K ﹤0.01% 675
2025
Q2 		$259K Buy
+3,261
New +$257K ﹤0.01% 601
2023
Q1 		– Sell
-3,161
Closed -$241K – 554
2022
Q4 		$241K Sell
3,161
-676
-18% -$50.5K 0.01% 403
2022
Q3 		$285K Sell
3,837
-44
-1% -$3.35K 0.01% 361
2022
Q2 		$296K Sell
3,881
-5,032
-56% -$387K 0.01% 389
2022
Q1 		$696K Sell
8,913
-4,095
-31% -$326K 0.03% 250
2021
Q4 		$1.06M Buy
13,008
+2,839
+28% +$232K 0.04% 196
2021
Q3 		$838K Sell
10,169
-229
-2% -$18.9K 0.04% 215
2021
Q2 		$860K Buy
10,398
+725
+7% +$59.9K 0.04% 214
2021
Q1 		$798K Buy
+9,673
New +$801K 0.04% 198
2020
Q4 		– Sell
-2,498
Closed -$207K – 324
2020
Q3 		$207K Sell
2,498
-1,143
-31% -$94.7K 0.02% 254
2020
Q2 		$301K Sell
3,641
-961
-21% -$78.2K 0.03% 210
2020
Q1 		$364K Buy
4,602
+23
+0.5% +$1.85K 0.04% 181
2019
Q4 		$371K Sell
4,579
-134
-3% -$10.9K 0.03% 195
2019
Q3 		$382K Buy
+4,713
New +$381K 0.04% 187
2017
Q1 		– Sell
-6,452
Closed -$512K – 174
2016
Q4 		$512K Buy
+6,452
New +$515K 0.1% 86

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

Moneta Group Investment Advisors's VCSH Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.6% in Q1 2026, buying an estimated $3.83K and bringing the position to 3,037 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Moneta Group Investment Advisors first reported a position in VCSH in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2021. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Moneta Group Investment Advisors held 3,037 shares of Vanguard Short-Term Corporate Bond ETF worth $241K as of Q1 2026.
  • Moneta Group Investment Advisors bought 48 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $3.83K.
  • Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #709 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.06M in Q4 2021.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.