Oakwell Private Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Oakwell Private Wealth Management’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	$9.56M	Buy	120,640 +4,471	+4%	+$356K	1.71%	11
2025 Q4	$9.26M	Buy	116,169 +8,987	+8%	+$717K	1.73%	11
2025 Q3	$8.57M	Sell	107,182 -2,111	-2%	-$168K	1.72%	11
2025 Q2	$8.69M	Buy	109,293 +9,821	+10%	+$774K	2%	10
2025 Q1	$7.85M	Buy	99,472 +5,473	+6%	+$429K	2.17%	10
2024 Q4	$7.33M	Buy	93,999 +14,465	+18%	+$1.13M	2.06%	11
2024 Q3	$6.32M	Sell	79,534 -16,144	-17%	-$1.27M	1.82%	13
2024 Q2	$7.39M	Buy	95,678 +14,910	+18%	+$1.15M	2.09%	12
2024 Q1	$6.24M	Buy	80,768 +14,274	+21%	+$1.1M	1.9%	13
2023 Q4	$5.14M	Buy	+66,494	New	+$5.04M	1.8%	13

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Oakwell Private Wealth Management's VCSH Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.8% in Q1 2026, buying an estimated $356K and bringing the position to 120,640 shares worth $9.56M. The position accounts for 1.71% of the portfolio, ranked #11.

Oakwell Private Wealth Management first reported a position in VCSH in Q4 2023 and has held it in 10 quarters since. 1,456 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Oakwell Private Wealth Management held 120,640 shares of Vanguard Short-Term Corporate Bond ETF worth $9.56M as of Q1 2026.
Oakwell Private Wealth Management bought 4,471 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $356K.
Vanguard Short-Term Corporate Bond ETF made up 1.71% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #11 holding.
Oakwell Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,456 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.