Silver Oak Advisory Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Silver Oak Advisory 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	$236K	Buy	2,982 +129	+5%	+$10.3K	0.1%	71
2025 Q4	$227K	Sell	2,853 -119	-4%	-$9.5K	0.1%	69
2025 Q3	$237K	Buy	2,972 +5	+0.2%	+$398	0.11%	71
2025 Q2	$235K	Buy	2,967 +4	+0.1%	+$315	0.11%	65
2025 Q1	$233K	Buy	2,963 +3	+0.1%	+$235	0.12%	57
2024 Q4	$230K	Buy	2,960 +6	+0.2%	+$471	0.12%	57
2024 Q3	$234K	Sell	2,954 -77	-3%	-$6.04K	0.12%	61
2024 Q2	$234K	Sell	3,031 -516	-15%	-$39.7K	0.13%	56
2024 Q1	$275K	Buy	3,547 +509	+17%	+$39.3K	0.15%	55
2023 Q4	$235K	Buy	3,038 +5	+0.2%	+$379	0.14%	57
2023 Q3	$227K	Buy	3,033 +4	+0.1%	+$302	0.15%	56
2023 Q2	$229K	Buy	3,029 +5	+0.2%	+$380	0.15%	53
2023 Q1	$230K	Sell	3,024 -64	-2%	-$4.85K	0.15%	52
2022 Q4	$232K	Sell	3,088 -32	-1%	-$2.39K	0.16%	49
2022 Q3	$232K	Sell	3,120 -153	-5%	-$11.7K	0.17%	44
2022 Q2	$250K	Buy	3,273 +151	+5%	+$11.6K	0.18%	45
2022 Q1	$244K	Buy	3,122 +126	+4%	+$10K	0.16%	52
2021 Q4	$243K	Buy	+2,996	New	+$245K	0.15%	51

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