SWIM
VCSH icon

Smallwood Wealth Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q3 		– Sell
-94
Closed -$7.47K – 586
2025
Q2 		$7.47K Buy
+94
New +$7.4K ﹤0.01% 338

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Smallwood Wealth Investment Management's VCSH Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2025, closing a stake of 94 shares — an estimated $7.47K sold.

Smallwood Wealth Investment Management first reported a position in VCSH in Q2 2025 and held it in 1 quarter. The position peaked at $7.47K in Q2 2025. 1,347 funds tracked by Wall St. Rank hold VCSH as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 94 Vanguard Short-Term Corporate Bond ETF shares in Q3 2025, an estimated $7.47K.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Vanguard Short-Term Corporate Bond ETF position peaked at $7.47K in Q2 2025.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.