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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 $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Venturi Wealth Management's VCSH Position: Q1 2025 in Review

Venturi Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 519 shares — an estimated $40.5K sold.

Venturi Wealth Management first reported a position in VCSH in Q1 2023 and held it in 8 quarters. The position peaked at $46.2K in Q3 2024. 1,330 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • Venturi Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 519 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $40.5K.
  • Venturi Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $46.2K in Q3 2024.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.