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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
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

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

Root Financial Partners's VCSH Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 450% in Q1 2026, buying an estimated $20.1K and bringing the position to 308 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Root Financial Partners first reported a position in VCSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $59K in Q3 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Root Financial Partners held 308 shares of Vanguard Short-Term Corporate Bond ETF worth $24.4K as of Q1 2026.
  • Root Financial Partners bought 252 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $20.1K.
  • Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1209 holding.
  • Root Financial Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $59K in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.