Strategic Financial Concepts’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Strategic Financial Concepts’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 Q2	–	Sell	-3,746	Closed	-$296K	–	365
2025 Q1	$296K	Buy	3,746 +1	+0%	+$78	0.06%	240
2024 Q4	$292K	Buy	+3,745	New	+$294K	0.06%	244
2024 Q3	–	Sell	-278,612	Closed	-$175K	–	713
2024 Q2	$175K	Buy	+278,612	New	+$21.4M	0.1%	136
2023 Q4	–	Sell	-5,258	Closed	-$395K	–	262
2023 Q3	$395K	Sell	5,258 -288	-5%	-$21.7K	0.13%	152
2023 Q2	$420K	Sell	5,546 -773	-12%	-$58.7K	0.15%	142
2023 Q1	$482K	Buy	+6,319	New	+$479K	0.19%	116

Other funds holding VCSH

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Strategic Financial Concepts's VCSH Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2025, closing a stake of 3,746 shares — an estimated $296K sold.

Strategic Financial Concepts first reported a position in VCSH in Q1 2023 and held it in 6 quarters. The position peaked at $482K in Q1 2023. 1,349 funds tracked by Wall St. Rank hold VCSH as of Q2 2025.

Strategic Financial Concepts reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 3,746 Vanguard Short-Term Corporate Bond ETF shares in Q2 2025, an estimated $296K.
Strategic Financial Concepts first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Strategic Financial Concepts's Vanguard Short-Term Corporate Bond ETF position peaked at $482K in Q1 2023.
1,349 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.