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Patriot Financial Group Insurance Agency’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-2,846
Closed -$227K – 725
2025
Q4 		$227K Sell
2,846
-1,051
-27% -$83.9K 0.03% 451
2025
Q3 		$311K Buy
+3,897
New +$310K 0.04% 374
2022
Q3 		– Sell
-1,988
Closed -$152K – 1879
2022
Q2 		$152K Sell
1,988
-1
-0.1% -$77 0.03% 446
2022
Q1 		$155K Buy
1,989
+372
+23% +$29.6K 0.03% 467
2021
Q4 		$131K Buy
1,617
+59
+4% +$4.82K 0.02% 571
2021
Q3 		$128K Buy
1,558
+170
+12% +$14K 0.02% 573
2021
Q2 		$115K Buy
1,388
+646
+87% +$53.4K 0.02% 578
2021
Q1 		$61K Buy
742
+244
+49% +$20.2K 0.01% 712
2020
Q4 		$41K Sell
498
-228
-31% -$18.9K 0.01% 748
2020
Q3 		$60K Buy
726
+187
+35% +$15.5K 0.02% 500
2020
Q2 		$45K Buy
539
+64
+13% +$5.21K 0.02% 548
2020
Q1 		$38K Buy
475
+2
+0.4% +$161 0.02% 508
2019
Q4 		$38K Buy
473
+52
+12% +$4.21K 0.01% 533
2019
Q3 		$34K Sell
421
-157
-27% -$12.7K 0.02% 518
2019
Q2 		$47K Sell
578
-97
-14% -$7.74K 0.02% 447
2019
Q1 		$54K Buy
675
+390
+137% +$30.7K 0.03% 372
2018
Q4 		$22K Sell
285
-1,099
-79% -$85.5K 0.01% 456
2018
Q3 		$108K Buy
1,384
+1,314
+1,877% +$103K 0.06% 199
2018
Q2 		$5K Sell
70
-878
-93% -$68.6K 0.01% 491
2018
Q1 		$74K Sell
948
-1,261
-57% -$99.2K 0.05% 260
2017
Q4 		$175K Buy
2,209
+657
+42% +$52.4K 0.13% 141
2017
Q3 		$124K Buy
1,552
+905
+140% +$72.5K 0.11% 153
2017
Q2 		$52K Buy
647
+12
+2% +$959 0.05% 238
2017
Q1 		$51K Sell
635
-3
-0.5% -$239 0.05% 219
2016
Q4 		$51K Buy
+638
New +$50.9K 0.07% 214

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VCSH Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2026, closing a stake of 2,846 shares — an estimated $227K sold.

Patriot Financial Group Insurance Agency first reported a position in VCSH in Q4 2016 and held it in 25 quarters. The position peaked at $311K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,846 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $227K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and held it in 25 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Short-Term Corporate Bond ETF position peaked at $311K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.