MF
VCSH icon

Montis Financial’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Montis Financial’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 		$32.9M Buy
415,168
+32,504
+8% +$2.59M 6.81% 3
2025
Q4 		$30.5M Buy
382,664
+23,084
+6% +$1.84M 6.03% 4
2025
Q3 		$28.7M Buy
359,580
+30,083
+9% +$2.39M 6.63% 4
2025
Q2 		$26.2M Buy
329,497
+33,097
+11% +$2.61M 7.28% 4
2025
Q1 		$23.4M Buy
296,400
+36,435
+14% +$2.86M 6.88% 3
2024
Q4 		$20.3M Sell
259,965
-7,301
-3% -$573K 6.26% 5
2024
Q3 		$21.2M Sell
267,266
-19,995
-7% -$1.57M 7.54% 5
2024
Q2 		$22.2M Sell
287,261
-16,828
-6% -$1.29M 10.18% 3
2024
Q1 		$23.5M Buy
+304,089
New +$23.5M 11.17% 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

Montis Financial's VCSH Position: Q1 2026 in Review

Montis Financial increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 8.5% in Q1 2026, buying an estimated $2.59M and bringing the position to 415,168 shares worth $32.9M. The position accounts for 6.81% of the portfolio, ranked #3.

Montis Financial first reported a position in VCSH in Q1 2024 and has held it in 9 quarters since. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Montis Financial held 415,168 shares of Vanguard Short-Term Corporate Bond ETF worth $32.9M as of Q1 2026.
  • Montis Financial bought 32,504 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $2.59M.
  • Vanguard Short-Term Corporate Bond ETF made up 6.81% of Montis Financial's portfolio in Q1 2026, its #3 holding.
  • Montis Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.