RWA
VCSH icon

Roberts Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Roberts Wealth Advisors’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
2025
Q4 		– Sell
-3,244
Closed -$259K – 104
2025
Q3 		$259K Hold
3,244
– – 0.07% 93
2025
Q2 		$258K Sell
3,244
-5,834
-64% -$460K 0.07% 90
2025
Q1 		$717K Sell
9,078
-1,255
-12% -$98.4K 0.22% 70
2024
Q4 		$807K Sell
10,333
-10,304
-50% -$808K 0.25% 67
2024
Q3 		$1.62M Sell
20,637
-1,721
-8% -$135K 0.53% 55
2024
Q2 		$1.73M Sell
22,358
-30,051
-57% -$2.31M 0.59% 51
2024
Q1 		$4.01M Sell
52,409
-3,812
-7% -$294K 1.5% 23
2023
Q4 		$13.1M Sell
56,221
-500
-0.9% -$37.9K 2.03% 17
2023
Q3 		$4.25M Sell
56,721
-35,694
-39% -$2.69M 1.87% 13
2023
Q2 		$6.99M Buy
92,415
+1,422
+2% +$108K 3.07% 7
2023
Q1 		$6.95M Sell
90,993
-587
-0.6% -$44.5K 3.19% 7
2022
Q4 		$6.89M Sell
91,580
-27,044
-23% -$2.02M 3.33% 6
2022
Q3 		$8.83M Buy
118,624
+3,417
+3% +$260K 4.34% 4
2022
Q2 		$8.79M Buy
115,207
+714
+0.6% +$54.9K 3.83% 6
2022
Q1 		$8.91M Sell
114,493
-184
-0.2% -$14.6K 3.49% 7
2021
Q4 		$9.3M Buy
114,677
+849
+0.7% +$69.4K 3.35% 8
2021
Q3 		$9.38M Buy
+113,828
New +$9.41M 3.71% 7

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Roberts Wealth Advisors's VCSH Position: Q4 2025 in Review

Roberts Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2025, closing a stake of 3,244 shares — an estimated $259K sold.

Roberts Wealth Advisors first reported a position in VCSH in Q3 2021 and held it in 17 quarters. The position peaked at $13.1M in Q4 2023. 1,438 funds tracked by Wall St. Rank hold VCSH as of Q4 2025.

  • Roberts Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Roberts Wealth Advisors sold 3,244 Vanguard Short-Term Corporate Bond ETF shares in Q4 2025, an estimated $259K.
  • Roberts Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2021 and held it in 17 quarters.
  • Roberts Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $13.1M in Q4 2023.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2025.

Based on Roberts Wealth Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.