SIMA Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

SIMA Wealth 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 Q2	$19.5K	Sell	247 -4	-2%	-$316	0.01%	100
2026 Q1	$19.9K	Sell	251 -41	-14%	-$3.27K	0.02%	100
2025 Q4	$23.3K	Hold	292	–	–	0.02%	97
2025 Q3	$23.3K	Sell	292 -155	-35%	-$12.3K	0.02%	102
2025 Q2	$35.5K	Sell	447 -103	-19%	-$8.11K	0.03%	87
2025 Q1	$43.4K	Sell	550 -374	-40%	-$29.3K	0.04%	87
2024 Q4	$72.1K	Sell	924 -17	-2%	-$1.33K	0.06%	79
2024 Q3	$74.7K	Hold	941	–	–	0.06%	73
2024 Q2	$72.7K	Buy	+941	New	+$72.4K	0.07%	71

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

SIMA Wealth Partners's VCSH Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.6% in Q2 2026, selling an estimated $316 and leaving 247 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #100.

SIMA Wealth Partners first reported a position in VCSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $74.7K in Q3 2024. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

SIMA Wealth Partners held 247 shares of Vanguard Short-Term Corporate Bond ETF worth $19.5K as of Q2 2026.
SIMA Wealth Partners sold 4 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $316.
Vanguard Short-Term Corporate Bond ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #100 holding.
SIMA Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $74.7K in Q3 2024.
1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.