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

Summit 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
Q1 		$1.3M Sell
16,385
-3,433
-17% -$274K 0.21% 87
2025
Q4 		$1.58M Sell
19,818
-1,477
-7% -$118K 0.29% 61
2025
Q3 		$1.7M Sell
21,295
-40
-0.2% -$3.18K 0.31% 59
2025
Q2 		$1.7M Sell
21,335
-333
-2% -$26.2K 0.32% 57
2025
Q1 		$1.71M Sell
21,668
-110
-0.5% -$8.63K 0.35% 58
2024
Q4 		$1.7M Sell
21,778
-661
-3% -$51.8K 0.35% 58
2024
Q3 		$1.78M Sell
22,439
-805
-3% -$63.2K 0.34% 61
2024
Q2 		$1.8M Sell
23,244
-1,058
-4% -$81.4K 0.37% 54
2024
Q1 		$1.88M Buy
24,302
+1,118
+5% +$86.3K 0.4% 46
2023
Q4 		$1.79M Buy
23,184
+4,889
+27% +$370K 0.42% 44
2023
Q3 		$1.37M Sell
18,295
-690
-4% -$52.1K 0.35% 51
2023
Q2 		$1.44M Sell
18,985
-482
-2% -$36.6K 0.36% 50
2023
Q1 		$1.48M Sell
19,467
-2,378
-11% -$180K 0.38% 49
2022
Q4 		$1.64M Buy
+21,845
New +$1.63M 0.44% 44
2022
Q3 		– Sell
-3,414
Closed -$260K – 168
2022
Q2 		$260K Buy
3,414
+198
+6% +$15.2K 0.07% 133
2022
Q1 		$251K Sell
3,216
-363
-10% -$28.9K 0.06% 147
2021
Q4 		$291K Buy
3,579
+1
+0% +$82 0.06% 131
2021
Q3 		$295K Buy
3,578
+450
+14% +$37.2K 0.07% 123
2021
Q2 		$259K Buy
3,128
+2
+0.1% +$165 0.06% 138
2021
Q1 		$258K Buy
+3,126
New +$259K 0.07% 133

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

Summit Wealth Partners's VCSH Position: Q1 2026 in Review

Summit Wealth Partners reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 17% in Q1 2026, selling an estimated $274K and leaving 16,385 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #87.

Summit Wealth Partners first reported a position in VCSH in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.88M in Q1 2024. 1,458 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Summit Wealth Partners held 16,385 shares of Vanguard Short-Term Corporate Bond ETF worth $1.3M as of Q1 2026.
  • Summit Wealth Partners sold 3,433 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $274K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.21% of Summit Wealth Partners's portfolio in Q1 2026, its #87 holding.
  • Summit Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Summit Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $1.88M in Q1 2024.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.