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Roger Wittlin Investment Advisory’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Roger Wittlin Investment Advisory’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
-2,766
Closed -$221K – 40
2025
Q4 		$221K Buy
2,766
+41
+2% +$3.27K 0.15% 37
2025
Q3 		$218K Buy
2,725
+30
+1% +$2.39K 0.12% 40
2025
Q2 		$214K Buy
2,695
+29
+1% +$2.28K 0.12% 42
2025
Q1 		$210K Sell
2,666
-44
-2% -$3.45K 0.12% 42
2024
Q4 		$211K Buy
2,710
+37
+1% +$2.9K 0.12% 41
2024
Q3 		$212K Buy
2,673
+27
+1% +$2.12K 0.12% 49
2024
Q2 		$204K Buy
2,646
+26
+1% +$2K 0.13% 47
2024
Q1 		$203K Buy
2,620
+16
+0.6% +$1.24K 0.14% 45
2023
Q4 		$202K Buy
+2,604
New +$197K 0.15% 40
2023
Q3 		– Sell
-6,511
Closed -$493K – 42
2023
Q2 		$493K Buy
6,511
+49
+0.8% +$3.72K 0.4% 34
2023
Q1 		$493K Buy
6,462
+3
+0% +$227 0.44% 32
2022
Q4 		$486K Buy
+6,459
New +$483K 0.48% 33
2022
Q3 		– Sell
-6,459
Closed -$492K – 26
2022
Q2 		$492K Buy
+6,459
New +$496K 0.49% 23

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

Roger Wittlin Investment Advisory's VCSH Position: Q1 2026 in Review

Roger Wittlin Investment Advisory sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2026, closing a stake of 2,766 shares — an estimated $221K sold.

Roger Wittlin Investment Advisory first reported a position in VCSH in Q2 2022 and held it in 13 quarters. The position peaked at $493K in Q1 2023. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Roger Wittlin Investment Advisory reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 2,766 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $221K.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and held it in 13 quarters.
  • Roger Wittlin Investment Advisory's Vanguard Short-Term Corporate Bond ETF position peaked at $493K in Q1 2023.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q1 2026, filed 13 May 2026.