Vantage Financial Partners (Wisconsin)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$716K	Sell	8,974 -207	-2%	-$16.5K	0.15%	91
2025 Q3	$734K	Sell	9,181 -1,928	-17%	-$153K	0.15%	84
2025 Q2	$883K	Sell	11,109 -1,043	-9%	-$82.2K	0.2%	68
2025 Q1	$959K	Sell	12,152 -4,474	-27%	-$351K	0.24%	60
2024 Q4	$1.3M	Sell	16,626 -6,028	-27%	-$473K	0.32%	48
2024 Q3	$1.8M	Sell	22,654 -6,396	-22%	-$502K	0.45%	29
2024 Q2	$2.24M	Sell	29,050 -7,812	-21%	-$601K	0.58%	26
2024 Q1	$2.85M	Sell	36,862 -521	-1%	-$40.2K	0.77%	23
2023 Q4	$2.89M	Buy	+37,383	New	+$2.83M	0.85%	23

Other funds holding VCSH

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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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Corient Private Wealth

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