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Sound View Wealth Advisors Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sound View Wealth Advisors 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 		$340K Sell
4,294
-584
-12% -$46.5K 0.02% 327
2025
Q4 		$389K Sell
4,878
-15
-0.3% -$1.2K 0.03% 313
2025
Q3 		$391K Sell
4,893
-14
-0.3% -$1.11K 0.03% 308
2025
Q2 		$390K Buy
4,907
+485
+11% +$38.2K 0.03% 306
2025
Q1 		$349K Sell
4,422
-58
-1% -$4.55K 0.03% 311
2024
Q4 		$349K Sell
4,480
-117
-3% -$9.18K 0.03% 313
2024
Q3 		$365K Buy
4,597
+47
+1% +$3.69K 0.03% 305
2024
Q2 		$352K Buy
4,550
+274
+6% +$21.1K 0.04% 280
2024
Q1 		$331K Sell
4,276
-1,686
-28% -$130K 0.04% 292
2023
Q4 		$461K Buy
5,962
+1,157
+24% +$87.7K 0.05% 245
2023
Q3 		$361K Sell
4,805
-28
-0.6% -$2.11K 0.04% 264
2023
Q2 		$366K Sell
4,833
-14
-0.3% -$1.06K 0.05% 263
2023
Q1 		$369K Sell
4,847
-1,115
-19% -$84.4K 0.05% 260
2022
Q4 		$461K Buy
5,962
+1,116
+23% +$83.4K 0.05% 245
2022
Q3 		$360K Sell
4,846
-15
-0.3% -$1.14K 0.08% 192
2022
Q2 		$371K Hold
4,861
– – 0.08% 194
2022
Q1 		$380K Hold
4,861
– – 0.07% 202
2021
Q4 		$395K Buy
4,861
+1
+0% +$82 0.07% 198
2021
Q3 		$401K Sell
4,860
-74
-1% -$6.12K 0.08% 194
2021
Q2 		$408K Hold
4,934
– – 0.09% 196
2021
Q1 		$407K Sell
4,934
-85
-2% -$7.04K 0.09% 178
2020
Q4 		$418K Sell
5,019
-547
-10% -$45.4K 0.1% 169
2020
Q3 		$461K Sell
5,566
-64
-1% -$5.3K 0.12% 147
2020
Q2 		$465K Buy
5,630
+2,208
+65% +$180K 0.13% 138
2020
Q1 		$271K Sell
3,422
-20
-0.6% -$1.61K 0.09% 175
2019
Q4 		$279K Sell
3,442
-198
-5% -$16K 0.08% 200
2019
Q3 		$295K Hold
3,640
– – 0.09% 193
2019
Q2 		$294K Buy
+3,640
New +$291K 0.09% 197

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

Sound View Wealth Advisors Group's VCSH Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 12% in Q1 2026, selling an estimated $46.5K and leaving 4,294 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #327.

Sound View Wealth Advisors Group first reported a position in VCSH in Q2 2019 and has held it in 28 quarters since. The position peaked at $465K in Q2 2020. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,294 shares of Vanguard Short-Term Corporate Bond ETF worth $340K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 584 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $46.5K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #327 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Short-Term Corporate Bond ETF position peaked at $465K in Q2 2020.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.