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United Capital Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

United Capital Financial Advisors’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 		$12.4M Buy
156,258
+12,372
+9% +$986K 0.08% 208
2025
Q4 		$11.5M Sell
143,886
-1,443
-1% -$115K 0.07% 218
2025
Q3 		$11.6M Sell
145,329
-557
-0.4% -$44.3K 0.08% 184
2025
Q2 		$11.6M Sell
145,886
-973
-0.7% -$76.6K 0.09% 170
2025
Q1 		$11.6M Sell
146,859
-699
-0.5% -$54.8K 0.1% 161
2024
Q4 		$11.5M Sell
147,558
-11,602
-7% -$910K 0.1% 162
2024
Q3 		$12.6M Buy
159,160
+1,426
+0.9% +$112K 0.1% 158
2024
Q2 		$12.2M Buy
157,734
+2,423
+2% +$186K 0.1% 161
2024
Q1 		$12M Sell
155,311
-4,823
-3% -$372K 0.1% 165
2023
Q4 		$12.4M Buy
160,134
+11,356
+8% +$860K 0.1% 164
2023
Q3 		$11.2M Sell
148,778
-15,652
-10% -$1.18M 0.07% 216
2023
Q2 		$12.4M Sell
164,430
-11,795
-7% -$896K 0.07% 214
2023
Q1 		$13.4M Sell
176,225
-80,041
-31% -$6.06M 0.08% 204
2022
Q4 		$19.3M Sell
256,266
-209,025
-45% -$15.6M 0.11% 174
2022
Q3 		$34.6M Sell
465,291
-121,156
-21% -$9.23M 0.2% 100
2022
Q2 		$44.7M Sell
586,447
-42,600
-7% -$3.27M 0.25% 81
2022
Q1 		$49.1M Sell
629,047
-29,020
-4% -$2.31M 0.24% 83
2021
Q4 		$53.5M Sell
658,067
-352,592
-35% -$28.8M 0.25% 85
2021
Q3 		$83.3M Buy
1,010,659
+156,453
+18% +$12.9M 0.42% 47
2021
Q2 		$70.7M Buy
854,206
+196,727
+30% +$16.3M 0.36% 58
2021
Q1 		$54.2M Buy
657,479
+380,326
+137% +$31.5M 0.3% 73
2020
Q4 		$23.1M Sell
277,153
-13,892
-5% -$1.15M 0.14% 164
2020
Q3 		$24.1M Buy
291,045
+53,874
+23% +$4.47M 0.16% 149
2020
Q2 		$19.6M Sell
237,171
-870
-0.4% -$70.8K 0.14% 156
2020
Q1 		$18.8M Buy
238,041
+3,890
+2% +$313K 0.16% 141
2019
Q4 		$19M Buy
234,151
+14,830
+7% +$1.2M 0.12% 204
2019
Q3 		$17.8M Buy
219,321
+57,528
+36% +$4.65M 0.12% 199
2019
Q2 		$13.1M Sell
161,793
-14,421
-8% -$1.15M 0.09% 250
2019
Q1 		$14.1M Buy
176,214
+13,706
+8% +$1.08M 0.1% 232
2018
Q4 		$12.7M Buy
162,508
+20,159
+14% +$1.57M 0.1% 219
2018
Q3 		$11.1M Sell
142,349
-2,245
-2% -$175K 0.08% 278
2018
Q2 		$11.3M Sell
144,594
-6,044
-4% -$472K 0.08% 277
2018
Q1 		$11.8M Sell
150,638
-55,518
-27% -$4.37M 0.09% 258
2017
Q4 		$16.3M Sell
206,156
-8,071
-4% -$643K 0.13% 187
2017
Q3 		$17.2M Buy
214,227
+40,127
+23% +$3.22M 0.15% 161
2017
Q2 		$13.9M Buy
174,100
+8,835
+5% +$706K 0.12% 188
2017
Q1 		$13.2M Sell
165,265
-20,284
-11% -$1.61M 0.12% 193
2016
Q4 		$14.7M Sell
185,549
-17,175
-8% -$1.37M 0.14% 162
2016
Q3 		$16.3M Sell
202,724
-11,581
-5% -$934K 0.16% 152
2016
Q2 		$17.4M Buy
214,305
+111
+0.1% +$8.9K 0.18% 126
2016
Q1 		$17.1M Sell
214,194
-21,720
-9% -$1.72M 0.19% 109
2015
Q4 		$18.6M Sell
235,914
-37,800
-14% -$3M 0.21% 93
2015
Q3 		$21.8M Buy
273,714
+23,547
+9% +$1.87M 0.26% 74
2015
Q2 		$19.9M Buy
250,167
+123,148
+97% +$9.85M 0.23% 100
2015
Q1 		$10.2M Buy
127,019
+8,180
+7% +$654K 0.12% 213
2014
Q4 		$9.46M Buy
118,839
+61,089
+106% +$4.89M 0.14% 168
2014
Q3 		$4.61M Buy
57,750
+20,814
+56% +$1.67M 0.08% 270
2014
Q2 		$2.97M Buy
36,936
+4,265
+13% +$342K 0.06% 327
2014
Q1 		$2.61M Sell
32,671
-207
-0.6% -$16.6K 0.06% 311
2013
Q4 		$2.62M Sell
32,878
-5,489
-14% -$439K 0.09% 207
2013
Q3 		$3.05M Sell
38,367
-20,638
-35% -$1.64M 0.1% 195
2013
Q2 		$4.67M Buy
+59,005
New +$4.73M 0.12% 198

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

United Capital Financial Advisors's VCSH Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 8.6% in Q1 2026, buying an estimated $986K and bringing the position to 156,258 shares worth $12.4M. The position accounts for 0.08% of the portfolio, ranked #208.

United Capital Financial Advisors first reported a position in VCSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $83.3M in Q3 2021. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • United Capital Financial Advisors held 156,258 shares of Vanguard Short-Term Corporate Bond ETF worth $12.4M as of Q1 2026.
  • United Capital Financial Advisors bought 12,372 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $986K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #208 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $83.3M in Q3 2021.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.