NPFS
VCSH icon

Novak & Powell Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Novak & Powell Financial Services’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 		$2.71M Sell
34,232
-527
-2% -$42K 1.46% 16
2025
Q4 		$2.77M Sell
34,759
-403
-1% -$32.2K 1.45% 18
2025
Q3 		$2.81M Buy
35,162
+22,268
+173% +$1.77M 1.48% 15
2025
Q2 		$1.03M Sell
12,894
-21,119
-62% -$1.66M 0.71% 30
2025
Q1 		$2.68M Sell
34,013
-4,837
-12% -$379K 1.67% 13
2024
Q4 		$3.03M Sell
38,850
-2,539
-6% -$199K 1.8% 14
2024
Q3 		$3.29M Buy
41,389
+462
+1% +$36.3K 1.91% 12
2024
Q2 		$3.16M Buy
40,927
+23,540
+135% +$1.81M 1.96% 12
2024
Q1 		$1.34M Buy
17,387
+125
+0.7% +$9.65K 1.01% 24
2023
Q4 		$1.34M Buy
+17,262
New +$1.31M 0.89% 33

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