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Montag & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Montag & Associates’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 		$12.1M Sell
153,041
-476
-0.3% -$37.9K 0.56% 44
2025
Q4 		$12.2M Sell
153,517
-3,512
-2% -$280K 0.56% 44
2025
Q3 		$12.6M Sell
157,029
-8,439
-5% -$671K 0.58% 43
2025
Q2 		$13.2M Sell
165,468
-1,469
-0.9% -$116K 0.64% 40
2025
Q1 		$13.2M Sell
166,937
-56,686
-25% -$4.44M 0.66% 41
2024
Q4 		$17.4M Sell
223,623
-8,970
-4% -$704K 0.83% 28
2024
Q3 		$18.5M Sell
232,593
-969
-0.4% -$76K 0.87% 26
2024
Q2 		$18M Sell
233,562
-6,341
-3% -$488K 0.91% 26
2024
Q1 		$18.5M Sell
239,903
-32,425
-12% -$2.5M 0.93% 24
2023
Q4 		$21.1M Sell
272,328
-13,024
-5% -$987K 1.18% 16
2023
Q3 		$21.4M Sell
285,352
-27,130
-9% -$2.05M 1.35% 13
2023
Q2 		$23.6M Sell
312,482
-60,190
-16% -$4.57M 1.46% 11
2023
Q1 		$28.4M Sell
372,672
-1,687
-0.5% -$128K 1.86% 8
2022
Q4 		$28.1M Sell
374,359
-135,932
-27% -$10.2M 1.88% 8
2022
Q3 		$37.9M Sell
510,291
-103,316
-17% -$7.87M 2.62% 6
2022
Q2 		$46.8M Sell
613,607
-247,213
-29% -$19M 3.03% 4
2022
Q1 		$67.2M Sell
860,820
-54,786
-6% -$4.36M 3.57% 3
2021
Q4 		$74.4M Sell
915,606
-28,136
-3% -$2.3M 3.67% 3
2021
Q3 		$77.8M Sell
943,742
-13,604
-1% -$1.12M 4.18% 1
2021
Q2 		$79.2M Buy
957,346
+141,288
+17% +$11.7M 4.2% 1
2021
Q1 		$67.3M Buy
816,058
+148,278
+22% +$12.3M 3.79% 1
2020
Q4 		$55.6M Buy
+667,780
New +$55.4M 3.41% 3

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

Montag & Associates's VCSH Position: Q1 2026 in Review

Montag & Associates reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.31% in Q1 2026, selling an estimated $37.9K and leaving 153,041 shares worth $12.1M. The position accounts for 0.56% of the portfolio, ranked #44.

Montag & Associates first reported a position in VCSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $79.2M in Q2 2021. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Montag & Associates held 153,041 shares of Vanguard Short-Term Corporate Bond ETF worth $12.1M as of Q1 2026.
  • Montag & Associates sold 476 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $37.9K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.56% of Montag & Associates's portfolio in Q1 2026, its #44 holding.
  • Montag & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Montag & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $79.2M in Q2 2021.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.