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

US 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
2025
Q1 		$10.6M Buy
133,761
+3,669
+3% +$288K 3.12% 9
2024
Q4 		$10.1M Buy
130,092
+3,670
+3% +$288K 3.12% 10
2024
Q3 		$10M Buy
126,422
+3,251
+3% +$255K 3.13% 10
2024
Q2 		$9.52M Buy
123,171
+16,257
+15% +$1.25M 3.19% 9
2024
Q1 		$8.27M Buy
106,914
+3,228
+3% +$249K 2.86% 13
2023
Q4 		$8.02M Buy
103,686
+1,515
+1% +$115K 2.99% 13
2023
Q3 		$7.68M Buy
102,171
+7,337
+8% +$554K 3.19% 12
2023
Q2 		$7.18M Buy
94,834
+1,299
+1% +$98.7K 3.05% 13
2023
Q1 		$7.13M Buy
93,535
+2,927
+3% +$222K 3.18% 13
2022
Q4 		$6.81M Sell
90,608
-554
-0.6% -$41.4K 3.42% 10
2022
Q3 		$6.77M Sell
91,162
-10,763
-11% -$820K 3.79% 11
2022
Q2 		$7.77M Buy
101,925
+790
+0.8% +$60.7K 4.37% 6
2022
Q1 		$7.9M Sell
101,135
-2,840
-3% -$226K 3.8% 10
2021
Q4 		$8.45M Buy
103,975
+2,007
+2% +$164K 3.85% 11
2021
Q3 		$8.4M Buy
101,968
+1,114
+1% +$92.1K 4.16% 9
2021
Q2 		$8.34M Sell
100,854
-1,951
-2% -$161K 4.07% 10
2021
Q1 		$8.48M Buy
102,805
+22,158
+27% +$1.84M 2.35% 14
2020
Q4 		$6.71M Buy
+80,647
New +$6.69M 2.03% 16
2015
Q3 		– Sell
-255
Closed -$20K – 609
2015
Q2 		$20K Buy
+255
New +$20.4K 0.02% 184

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

US Financial Advisors's VCSH Position: Q1 2025 in Review

US Financial Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.8% in Q1 2025, buying an estimated $288K and bringing the position to 133,761 shares worth $10.6M. The position accounts for 3.12% of the portfolio, ranked #9.

US Financial Advisors first reported a position in VCSH in Q2 2015 and has held it in 19 quarters since. 1,327 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • US Financial Advisors held 133,761 shares of Vanguard Short-Term Corporate Bond ETF worth $10.6M as of Q1 2025.
  • US Financial Advisors bought 3,669 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $288K.
  • Vanguard Short-Term Corporate Bond ETF made up 3.12% of US Financial Advisors's portfolio in Q1 2025, its #9 holding.
  • US Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2015 and has held it in 19 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.