Security Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Security Financial Services’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	$445K	Buy	5,619 +349	+7%	+$27.8K	0.07%	138
2025 Q4	$420K	Buy	5,270 +154	+3%	+$12.3K	0.07%	145
2025 Q3	$409K	Buy	5,116 +339	+7%	+$27K	0.07%	147
2025 Q2	$380K	Buy	4,777 +64	+1%	+$5.04K	0.07%	140
2025 Q1	$372K	Sell	4,713 -5,460	-54%	-$428K	0.07%	119
2024 Q4	$794K	Sell	10,173 -19	-0.2%	-$1.49K	0.16%	80
2024 Q3	$809K	Buy	10,192 +4,392	+76%	+$345K	0.16%	75
2024 Q2	$448K	Buy	5,800 +517	+10%	+$39.8K	0.1%	106
2024 Q1	$408K	Sell	5,283 -197	-4%	-$15.2K	0.09%	114
2023 Q4	$424K	Buy	5,480 +490	+10%	+$37.1K	0.1%	105
2023 Q3	$375K	Sell	4,990 -10,101	-67%	-$762K	0.11%	116
2023 Q2	$1.14M	Sell	15,091 -2,077	-12%	-$158K	0.32%	52
2023 Q1	$1.31M	Buy	17,168 +7,252	+73%	+$549K	0.4%	49
2022 Q4	$746K	Buy	9,916 +176	+2%	+$13.2K	0.23%	79
2022 Q3	$723K	Sell	9,740 -135	-1%	-$10.3K	0.25%	74
2022 Q2	$753K	Sell	9,875 -396	-4%	-$30.4K	0.24%	72
2022 Q1	$802K	Buy	+10,271	New	+$817K	0.25%	66

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