Root Financial Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Root Financial Partners’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 Q3	$185K	Buy	+2,401	New	+$188K	0.01%	472
2026 Q2	–	Sell	-308	Closed	-$24.4K	–	3069
2026 Q1	$24.4K	Buy	308 +252	+450%	+$20.1K	﹤0.01%	1209
2025 Q4	$4.46K	Sell	56 -682	-92%	-$54.4K	﹤0.01%	1798
2025 Q3	$59K	Buy	+738	New	+$58.7K	﹤0.01%	615

Other funds holding VCSH

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Root Financial Partners's VCSH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2026: 2,401 shares worth $185K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VCSH as recently as Q1 2026.

Root Financial Partners first reported a position in VCSH in Q3 2025 and has held it in 4 quarters since. 1,355 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

Root Financial Partners held 2,401 shares of Vanguard Short-Term Corporate Bond ETF worth $185K as of Q3 2026.
Vanguard Short-Term Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Short-Term Corporate Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #472 holding.
Root Financial Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,355 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.