SFP
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Sterling Financial Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sterling Financial Planning’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 		$4.41M Buy
55,601
+9,073
+20% +$723K 1.31% 23
2025
Q4 		$3.71M Buy
46,528
+4,723
+11% +$377K 1.12% 27
2025
Q3 		$3.34M Buy
41,805
+5,988
+17% +$476K 1.05% 27
2025
Q2 		$2.85M Buy
35,817
+1,441
+4% +$114K 0.95% 32
2025
Q1 		$2.71M Buy
34,376
+6,871
+25% +$539K 0.98% 31
2024
Q4 		$2.15M Buy
27,505
+600
+2% +$47.1K 0.79% 38
2024
Q3 		$2.14M Buy
26,905
+2,634
+11% +$207K 0.79% 35
2024
Q2 		$1.88M Buy
24,271
+3,589
+17% +$276K 0.76% 37
2024
Q1 		$1.6M Buy
20,682
+865
+4% +$66.8K 0.65% 39
2023
Q4 		$1.53M Buy
19,817
+10,009
+102% +$758K 0.66% 40
2023
Q3 		$737K Buy
9,808
+1,498
+18% +$113K 0.38% 50
2023
Q2 		$629K Buy
8,310
+2,040
+33% +$155K 0.31% 51
2023
Q1 		$478K Buy
6,270
+809
+15% +$61.3K 0.26% 61
2022
Q4 		$411K Buy
5,461
+363
+7% +$27.1K 0.25% 63
2022
Q3 		$379K Buy
5,098
+1,676
+49% +$128K 0.27% 61
2022
Q2 		$261K Buy
3,422
+697
+26% +$53.6K 0.18% 78
2022
Q1 		$213K Sell
2,725
-165
-6% -$13.1K 0.13% 87
2021
Q4 		$235K Buy
2,890
+1,096
+61% +$89.6K 0.15% 87
2021
Q3 		$148K Buy
1,794
+1,151
+179% +$95.1K 0.09% 103
2021
Q2 		$53K Buy
643
+376
+141% +$31.1K 0.03% 168
2021
Q1 		$22K Buy
+267
New +$22.1K 0.02% 223

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

Sterling Financial Planning's VCSH Position: Q1 2026 in Review

Sterling Financial Planning increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 20% in Q1 2026, buying an estimated $723K and bringing the position to 55,601 shares worth $4.41M. The position accounts for 1.31% of the portfolio, ranked #23.

Sterling Financial Planning first reported a position in VCSH in Q1 2021 and has held it in 21 quarters since. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Sterling Financial Planning held 55,601 shares of Vanguard Short-Term Corporate Bond ETF worth $4.41M as of Q1 2026.
  • Sterling Financial Planning bought 9,073 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $723K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.31% of Sterling Financial Planning's portfolio in Q1 2026, its #23 holding.
  • Sterling Financial Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.