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Planning Directions’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Planning Directions’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 		$4.19M Sell
52,859
-11,154
-17% -$889K 2.12% 15
2025
Q4 		$5.1M Sell
64,013
-3,722
-5% -$297K 2.57% 13
2025
Q3 		$5.41M Buy
67,735
+1,709
+3% +$136K 2.83% 12
2025
Q2 		$5.25M Sell
66,026
-5,225
-7% -$412K 2.95% 11
2025
Q1 		$5.62M Sell
71,251
-3,847
-5% -$302K 2.4% 9
2024
Q4 		$5.86M Sell
75,098
-5,022
-6% -$394K 3.4% 7
2024
Q3 		$6.36M Sell
80,120
-2,854
-3% -$224K 3.79% 7
2024
Q2 		$6.41M Sell
82,974
-3,331
-4% -$256K 4.37% 6
2024
Q1 		$6.67M Sell
86,305
-25,031
-22% -$1.93M 4.64% 6
2023
Q4 		$8.61M Buy
111,336
+5,461
+5% +$414K 6.14% 4
2023
Q3 		$7.96M Buy
105,875
+3,005
+3% +$227K 6.09% 4
2023
Q2 		$7.78M Buy
102,870
+12,379
+14% +$941K 5.66% 5
2023
Q1 		$6.9M Sell
90,491
-1,758
-2% -$133K 5.13% 6
2022
Q4 		$6.94M Sell
92,249
-24,337
-21% -$1.82M 5.29% 6
2022
Q3 		$8.66M Buy
116,586
+14,665
+14% +$1.12M 7% 4
2022
Q2 		$7.77M Buy
101,921
+14,097
+16% +$1.08M 5.96% 4
2022
Q1 		$6.86M Buy
87,824
+4,019
+5% +$320K 4.82% 5
2021
Q4 		$6.81M Buy
83,805
+2,732
+3% +$223K 4.53% 5
2021
Q3 		$6.68M Buy
81,073
+1,157
+1% +$95.6K 4.86% 4
2021
Q2 		$6.61M Buy
79,916
+413
+0.5% +$34.1K 4.83% 4
2021
Q1 		$6.56M Sell
79,503
-2,900
-4% -$240K 5.16% 4
2020
Q4 		$6.86M Sell
82,403
-1,665
-2% -$138K 5.56% 4
2020
Q3 		$6.96M Buy
84,068
+969
+1% +$80.3K 6.14% 2
2020
Q2 		$6.87M Buy
+83,099
New +$6.76M 6.41% 2
2020
Q1 		– Sell
-93,121
Closed -$7.55M – 91
2019
Q4 		$7.55M Sell
93,121
-6,828
-7% -$553K 6.98% 3
2019
Q3 		$8.1M Buy
99,949
+321
+0.3% +$25.9K 7.77% 2
2019
Q2 		$8.04M Buy
99,628
+2,662
+3% +$212K 8.16% 2
2019
Q1 		$7.73M Sell
96,966
-9,727
-9% -$767K 9.19% 2
2018
Q4 		$8.32M Sell
106,693
-11,252
-10% -$875K 10.28% 2
2018
Q3 		$9.22M Sell
117,945
-1,503
-1% -$117K 8.57% 2
2018
Q2 		$9.33M Sell
119,448
-2,378
-2% -$186K 9.01% 2
2018
Q1 		$9.55M Buy
+121,826
New +$9.59M 9.36% 2

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

Planning Directions's VCSH Position: Q1 2026 in Review

Planning Directions reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 17% in Q1 2026, selling an estimated $889K and leaving 52,859 shares worth $4.19M. The position accounts for 2.12% of the portfolio, ranked #15.

Planning Directions first reported a position in VCSH in Q1 2018 and has held it in 32 quarters since. The position peaked at $9.55M in Q1 2018. 1,458 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Planning Directions held 52,859 shares of Vanguard Short-Term Corporate Bond ETF worth $4.19M as of Q1 2026.
  • Planning Directions sold 11,154 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $889K.
  • Vanguard Short-Term Corporate Bond ETF made up 2.12% of Planning Directions's portfolio in Q1 2026, its #15 holding.
  • Planning Directions first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • Planning Directions's Vanguard Short-Term Corporate Bond ETF position peaked at $9.55M in Q1 2018.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.