Sage Financial Management Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sage Financial Management Group’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	$11M	Buy	138,399 +1,796	+1%	+$143K	3.37%	7
2025 Q4	$10.9M	Buy	136,603 +3,443	+3%	+$275K	3.33%	7
2025 Q3	$10.6M	Buy	133,160 +2,667	+2%	+$212K	3.4%	7
2025 Q2	$10.4M	Sell	130,493 -53,006	-29%	-$4.18M	3.59%	7
2025 Q1	$14.5M	Buy	183,499 +4,076	+2%	+$320K	5.26%	5
2024 Q4	$14M	Buy	179,423 +10,023	+6%	+$786K	5.18%	5
2024 Q3	$13.5M	Buy	169,400 +7,314	+5%	+$574K	5.22%	5
2024 Q2	$12.5M	Buy	162,086 +18,901	+13%	+$1.45M	38.06%	1
2024 Q1	$11.1M	Buy	+143,185	New	+$11.1M	5.24%	6

Other funds holding VCSH

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 $530B AUM 22.01% 1-Year Est. Return

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 $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sage Financial Management Group's VCSH Position: Q1 2026 in Review

Sage Financial Management Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.3% in Q1 2026, buying an estimated $143K and bringing the position to 138,399 shares worth $11M. The position accounts for 3.37% of the portfolio, ranked #7.

Sage Financial Management Group first reported a position in VCSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.5M in Q1 2025. 1,456 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Sage Financial Management Group held 138,399 shares of Vanguard Short-Term Corporate Bond ETF worth $11M as of Q1 2026.
Sage Financial Management Group bought 1,796 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $143K.
Vanguard Short-Term Corporate Bond ETF made up 3.37% of Sage Financial Management Group's portfolio in Q1 2026, its #7 holding.
Sage Financial Management Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Sage Financial Management Group's Vanguard Short-Term Corporate Bond ETF position peaked at $14.5M in Q1 2025.
1,456 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.