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

Waverly 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 		$27.6M Buy
348,479
+9,595
+3% +$765K 0.21% 103
2025
Q4 		$27M Sell
338,884
-2,133
-0.6% -$170K 0.22% 96
2025
Q3 		$27.3M Buy
341,017
+10,002
+3% +$796K 0.27% 76
2025
Q2 		$26.3M Sell
331,015
-19,842
-6% -$1.56M 0.29% 74
2025
Q1 		$27.7M Buy
350,857
+26,413
+8% +$2.07M 0.34% 68
2024
Q4 		$25.3M Buy
324,444
+8,521
+3% +$668K 0.39% 53
2024
Q3 		$25.1M Sell
315,923
-35,940
-10% -$2.82M 0.46% 41
2024
Q2 		$27.2M Sell
351,863
-5,690
-2% -$438K 0.53% 34
2024
Q1 		$27.6M Buy
357,553
+323,796
+959% +$25M 0.65% 28
2023
Q4 		$2.61M Sell
33,757
-4,703
-12% -$356K 0.1% 123
2023
Q3 		$2.89M Sell
38,460
-2,941
-7% -$222K 0.13% 110
2023
Q2 		$3.13M Buy
41,401
+13,779
+50% +$1.05M 0.14% 106
2023
Q1 		$2.11M Buy
27,622
+20,874
+309% +$1.58M 0.11% 99
2022
Q4 		$507K Sell
6,748
-962
-12% -$71.9K 0.03% 173
2022
Q3 		$573K Buy
+7,710
New +$587K 0.04% 146
2018
Q1 		– Sell
-13
Closed -$1K – 349
2017
Q4 		$1K Buy
+13
New +$1.04K ﹤0.01% 396
2014
Q2 		– Sell
-332
Closed -$27K – 760
2014
Q1 		$27K Sell
332
-668
-67% -$53.4K 0.01% 285
2013
Q4 		$80K Buy
+1,000
New +$79.9K 0.03% 267

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

Waverly Advisors's VCSH Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.8% in Q1 2026, buying an estimated $765K and bringing the position to 348,479 shares worth $27.6M. The position accounts for 0.21% of the portfolio, ranked #103.

Waverly Advisors first reported a position in VCSH in Q4 2013 and has held it in 18 quarters since. The position peaked at $27.7M in Q1 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Waverly Advisors held 348,479 shares of Vanguard Short-Term Corporate Bond ETF worth $27.6M as of Q1 2026.
  • Waverly Advisors bought 9,595 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $765K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.21% of Waverly Advisors's portfolio in Q1 2026, its #103 holding.
  • Waverly Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and has held it in 18 quarters since.
  • Waverly Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $27.7M in Q1 2025.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

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