Private Client Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Private Client 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 Q2	$1.19M	Sell	15,042 -1,286	-8%	-$102K	0.31%	68
2026 Q1	$1.29M	Buy	16,328 +5,935	+57%	+$473K	0.39%	59
2025 Q4	$829K	Buy	10,393 +1,817	+21%	+$145K	0.26%	74
2025 Q3	$685K	Buy	8,576 +290	+3%	+$23.1K	0.23%	80
2025 Q2	$659K	Buy	8,286 +2,707	+49%	+$213K	0.26%	84
2025 Q1	$440K	Buy	5,579 +60	+1%	+$4.7K	0.22%	99
2024 Q4	$431K	Buy	5,519 +633	+13%	+$49.6K	0.23%	94
2024 Q3	$388K	Buy	4,886 +737	+18%	+$57.8K	0.21%	95
2024 Q2	$321K	Sell	4,149 -710	-15%	-$54.6K	0.2%	91
2024 Q1	$376K	Hold	4,859	–	–	0.25%	84
2023 Q4	$376K	Buy	+4,859	New	+$368K	0.31%	90

Other funds holding VCSH

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return