SWA
VCSH icon

Sightline Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sightline Wealth Advisors’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 		$4.71M Buy
59,439
+5,018
+9% +$400K 1.99% 15
2025
Q4 		$4.34M Buy
54,421
+8,609
+19% +$687K 1.85% 16
2025
Q3 		$3.66M Sell
45,812
-2,213
-5% -$176K 1.65% 17
2025
Q2 		$3.82M Buy
48,025
+1,361
+3% +$107K 1.84% 15
2025
Q1 		$3.68M Buy
46,664
+10,129
+28% +$794K 1.94% 12
2024
Q4 		$2.85M Buy
36,535
+5,085
+16% +$399K 1.54% 17
2024
Q3 		$2.5M Sell
31,450
-5,785
-16% -$454K 1.38% 20
2024
Q2 		$2.88M Buy
37,235
+6,854
+23% +$527K 1.79% 14
2024
Q1 		$2.35M Buy
30,381
+2,786
+10% +$215K 1.55% 16
2023
Q4 		$2.14M Buy
27,595
+2,187
+9% +$166K 1.62% 15
2023
Q3 		$1.91M Buy
25,408
+1,286
+5% +$97.1K 1.78% 13
2023
Q2 		$1.84M Hold
24,122
– – 1.83% 15
2023
Q1 		$1.84M Buy
24,122
+4,902
+26% +$371K 1.88% 15
2022
Q4 		$1.45M Buy
19,220
+8,800
+84% +$658K 1.56% 12
2022
Q3 		$777K Buy
+10,420
New +$794K 0.91% 18

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