VWM
VCSH icon

Venturi Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Venturi Wealth Management’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 		– Sell
-519
Closed -$40.5K – 1781
2024
Q4 		$40.5K Sell
519
-63
-11% -$4.94K ﹤0.01% 1085
2024
Q3 		$46.2K Buy
582
+519
+824% +$40.7K ﹤0.01% 796
2024
Q2 		$4.89K Hold
63
– – ﹤0.01% 1239
2024
Q1 		$4.9K Sell
63
-9
-13% -$695 ﹤0.01% 1099
2023
Q4 		$5.6K Hold
72
– – ﹤0.01% 1009
2023
Q3 		$5.44K Hold
72
– – ﹤0.01% 955
2023
Q2 		$5.47K Hold
72
– – ﹤0.01% 737
2023
Q1 		$5.51K Buy
+72
New +$5.45K ﹤0.01% 807

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 $4.81B AUM 4.62% 1-Year Est. Return