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Total Wealth Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Total Wealth 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
2025
Q4 		$3.27M Sell
41,054
-605,322
-94% -$48.3M 7% 5
2025
Q3 		$51.7M Buy
646,376
+33,182
+5% +$2.64M 5.98% 5
2025
Q2 		$48.7M Sell
613,194
-13,573
-2% -$1.07M 6.16% 5
2025
Q1 		$49.5M Buy
626,767
+6,262
+1% +$491K 7.57% 4
2024
Q4 		$48.4M Buy
620,505
+5,952
+1% +$467K 7.54% 4
2024
Q3 		$48.8M Sell
614,553
-60,226
-9% -$4.73M 7.62% 4
2024
Q2 		$52.5M Sell
674,779
-99,586
-13% -$7.66M 8.62% 3
2024
Q1 		$59.9M Sell
774,365
-17,341
-2% -$1.34M 10.29% 1
2023
Q4 		$61.3M Buy
791,706
+615
+0.1% +$46.6K 11.11% 1
2023
Q3 		$59.5M Buy
791,091
+50,390
+7% +$3.8M 12.15% 1
2023
Q2 		$56M Buy
740,701
+13,218
+2% +$1M 11.67% 1
2023
Q1 		$55.5M Buy
727,483
+26,296
+4% +$1.99M 12.23% 1
2022
Q4 		$52.7M Sell
701,187
-56,999
-8% -$4.26M 13.06% 1
2022
Q3 		$56.3M Buy
758,186
+50,348
+7% +$3.84M 15.99% 1
2022
Q2 		$54M Sell
707,838
-65,322
-8% -$5.02M 15.62% 1
2022
Q1 		$60.4M Buy
773,160
+358,756
+87% +$28.5M 16.31% 1
2021
Q4 		$33.1M Sell
414,404
-364,224
-47% -$29.8M 20.42% 1
2021
Q3 		$64.2M Buy
778,628
+43,094
+6% +$3.56M 23.28% 1
2021
Q2 		$60.8M Buy
735,534
+69,587
+10% +$5.75M 23.86% 1
2021
Q1 		$54.9M Buy
665,947
+73,592
+12% +$6.1M 23.3% 1
2020
Q4 		$49.3M Buy
592,355
+58,283
+11% +$4.83M 22.79% 1
2020
Q3 		$44.2M Buy
534,072
+84,305
+19% +$6.99M 22.96% 1
2020
Q2 		$37.2M Buy
449,767
+6,208
+1% +$505K 20.6% 1
2020
Q1 		$35.1M Sell
443,559
-42,282
-9% -$3.4M 22.82% 1
2019
Q4 		$39.4M Buy
485,841
+28,479
+6% +$2.31M 20.99% 1
2019
Q3 		$37.1M Buy
457,362
+16,904
+4% +$1.37M 21.06% 1
2019
Q2 		$35.5M Buy
440,458
+26,054
+6% +$2.08M 20.99% 1
2019
Q1 		$33.1M Buy
414,404
+14,505
+4% +$1.14M 20.42% 1
2018
Q4 		$31.2M Buy
+399,899
New +$31.1M 21.57% 1

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Total Wealth Planning's VCSH Position: Q4 2025 in Review

Total Wealth Planning reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 94% in Q4 2025, selling an estimated $48.3M and leaving 41,054 shares worth $3.27M. The position accounts for 7% of the portfolio, ranked #5.

Total Wealth Planning first reported a position in VCSH in Q4 2018 and has held it in 29 quarters since. The position peaked at $64.2M in Q3 2021. 1,430 funds tracked by Wall St. Rank hold VCSH as of Q4 2025.

  • Total Wealth Planning held 41,054 shares of Vanguard Short-Term Corporate Bond ETF worth $3.27M as of Q4 2025.
  • Total Wealth Planning sold 605,322 Vanguard Short-Term Corporate Bond ETF shares in Q4 2025, an estimated $48.3M.
  • Vanguard Short-Term Corporate Bond ETF made up 7% of Total Wealth Planning's portfolio in Q4 2025, its #5 holding.
  • Total Wealth Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $64.2M in Q3 2021.
  • 1,430 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.