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 Q2	$8.38M	Sell	106,027 -309,141	-74%	-$24.4M	1.71%	14
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Montis Financial's VCSH Position: Q2 2026 in Review

Montis Financial reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 74% in Q2 2026, selling an estimated $24.4M and leaving 106,027 shares worth $8.38M. The position accounts for 1.71% of the portfolio, ranked #14.

Montis Financial first reported a position in VCSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.9M in Q1 2026. 1,471 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

Montis Financial held 106,027 shares of Vanguard Short-Term Corporate Bond ETF worth $8.38M as of Q2 2026.
Montis Financial sold 309,141 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $24.4M.
Vanguard Short-Term Corporate Bond ETF made up 1.71% of Montis Financial's portfolio in Q2 2026, its #14 holding.
Montis Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Montis Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $32.9M in Q1 2026.
1,471 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.