Robertson Stephens Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Robertson Stephens 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	$9.26M	Sell	116,766 -14,209	-11%	-$1.13M	0.26%	73
2025 Q4	$10.4M	Buy	130,975 +1,541	+1%	+$123K	0.29%	71
2025 Q3	$10.3M	Sell	129,434 -816	-0.6%	-$64.9K	0.31%	60
2025 Q2	$10.4M	Buy	130,250 +10,094	+8%	+$795K	0.36%	60
2025 Q1	$9.49M	Buy	120,156 +8,081	+7%	+$634K	0.36%	62
2024 Q4	$8.74M	Buy	112,075 +30,395	+37%	+$2.38M	0.31%	70
2024 Q3	$6.49M	Buy	81,680 +16,519	+25%	+$1.3M	0.24%	91
2024 Q2	$5.04M	Buy	65,161 +16,779	+35%	+$1.29M	0.26%	73
2024 Q1	$3.74M	Buy	48,382 +4,165	+9%	+$322K	0.2%	95
2023 Q4	$3.42M	Buy	44,217 +2,954	+7%	+$224K	0.21%	88
2023 Q3	$3.1M	Buy	+41,263	New	+$3.11M	0.21%	101
2022 Q2	–	Sell	-3,150	Closed	-$245K	–	416
2022 Q1	$245K	Buy	+3,150	New	+$251K	0.02%	351
2020 Q1	–	Sell	-7,130	Closed	-$577K	–	193
2019 Q4	$577K	Buy	7,130 +940	+15%	+$76.2K	0.29%	56
2019 Q3	$502K	Hold	6,190	–	–	0.25%	70
2019 Q2	$499K	Buy	+6,190	New	+$494K	0.49%	37

Other funds holding VCSH

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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 $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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