UG Investment Advisers’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

UG Investment Advisers’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	–	Sell	-171,647	Closed	-$13.7M	–	14
2025 Q3	$13.7M	Buy	171,647 +13,000	+8%	+$1.03M	2.15%	7
2025 Q2	$12.6M	Buy	158,647 +14,131	+10%	+$1.11M	2.41%	8
2025 Q1	$11.4M	Hold	144,516	–	–	3.12%	7
2024 Q4	$11.3M	Hold	144,516	–	–	4.41%	6
2024 Q3	$11.5M	Sell	144,516 -128,000	-47%	-$10M	4.31%	7
2024 Q2	$21.1M	Sell	272,516 -52,000	-16%	-$4M	7.14%	7
2024 Q1	$25.1M	Hold	324,516	–	–	8.31%	6
2023 Q4	$25.1M	Buy	324,516 +85,000	+35%	+$6.44M	7.92%	3
2023 Q3	$18M	Hold	239,516	–	–	3.35%	5
2023 Q2	$18.1M	Buy	239,516 +19,610	+9%	+$1.49M	9.7%	3
2023 Q1	$16.8M	Buy	219,906 +127,006	+137%	+$9.62M	12.2%	2
2022 Q4	$6.99M	Buy	+92,900	New	+$6.94M	4.17%	8
2021 Q3	–	Sell	-13,800	Closed	-$1.14M	–	19
2021 Q2	$1.14M	Buy	13,800 +12,000	+667%	+$992K	2.21%	10
2021 Q1	$149K	Hold	1,800	–	–	0.55%	11
2020 Q4	$150K	Buy	+1,800	New	+$149K	0.18%	13

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UG Investment Advisers's VCSH Position: Q4 2025 in Review

UG Investment Advisers sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2025, closing a stake of 171,647 shares — an estimated $13.7M sold.

UG Investment Advisers first reported a position in VCSH in Q4 2020 and held it in 15 quarters. The position peaked at $25.1M in Q4 2023. 1,430 funds tracked by Wall St. Rank hold VCSH as of Q4 2025.

UG Investment Advisers reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
UG Investment Advisers sold 171,647 Vanguard Short-Term Corporate Bond ETF shares in Q4 2025, an estimated $13.7M.
UG Investment Advisers first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
UG Investment Advisers's Vanguard Short-Term Corporate Bond ETF position peaked at $25.1M in Q4 2023.
1,430 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2025.

Based on UG Investment Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.