MBFW
VCSH icon

Morton Brown Family Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Morton Brown Family Wealth’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 		$5.54M Buy
69,894
+2,115
+3% +$169K 1.46% 14
2025
Q4 		$5.4M Buy
67,779
+9,574
+16% +$764K 1.47% 14
2025
Q3 		$4.65M Buy
58,205
+6,189
+12% +$492K 1.34% 14
2025
Q2 		$4.14M Buy
52,016
+1,940
+4% +$153K 1.26% 14
2025
Q1 		$3.95M Buy
50,076
+3,770
+8% +$296K 1.34% 14
2024
Q4 		$3.61M Buy
46,306
+4,259
+10% +$334K 1.26% 14
2024
Q3 		$3.34M Sell
42,047
-1,640
-4% -$129K 1.19% 15
2024
Q2 		$3.4M Sell
43,687
-238
-0.5% -$18.3K 1.34% 14
2024
Q1 		$3.4M Buy
43,925
+5,058
+13% +$390K 1.4% 13
2023
Q4 		$3.01M Buy
38,867
+5,687
+17% +$431K 1.32% 14
2023
Q3 		$2.49M Buy
33,180
+1,593
+5% +$120K 1.27% 15
2023
Q2 		$2.39M Buy
31,587
+3,044
+11% +$231K 1.28% 18
2023
Q1 		$2.18M Buy
28,543
+8,764
+44% +$664K 1.3% 17
2022
Q4 		$1.49M Buy
19,779
+5,024
+34% +$375K 1.01% 18
2022
Q3 		$1.1M Buy
14,755
+149
+1% +$11.4K 0.87% 21
2022
Q2 		$1.11M Buy
14,606
+1,922
+15% +$148K 0.86% 21
2022
Q1 		$990K Buy
12,684
+2,277
+22% +$181K 0.75% 21
2021
Q4 		$845K Buy
+10,407
New +$850K 0.65% 24

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

Morton Brown Family Wealth's VCSH Position: Q1 2026 in Review

Morton Brown Family Wealth increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.1% in Q1 2026, buying an estimated $169K and bringing the position to 69,894 shares worth $5.54M. The position accounts for 1.46% of the portfolio, ranked #14.

Morton Brown Family Wealth first reported a position in VCSH in Q4 2021 and has held it in 18 quarters since. 1,456 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Morton Brown Family Wealth held 69,894 shares of Vanguard Short-Term Corporate Bond ETF worth $5.54M as of Q1 2026.
  • Morton Brown Family Wealth bought 2,115 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $169K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.46% of Morton Brown Family Wealth's portfolio in Q1 2026, its #14 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,456 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.