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Wells Trecaso Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wells Trecaso Financial Group’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
Q3 		$1.53M Sell
19,128
-532
-3% -$42.3K 0.73% 36
2025
Q2 		$1.56M Buy
19,660
+371
+2% +$29.2K 0.48% 42
2025
Q1 		$1.52M Buy
19,289
+225
+1% +$17.6K 0.51% 43
2024
Q4 		$1.49M Sell
19,064
-25
-0.1% -$1.96K 0.49% 43
2024
Q3 		$1.52M Buy
19,089
+64
+0.3% +$5.02K 0.5% 41
2024
Q2 		$1.47M Buy
19,025
+455
+2% +$35K 0.51% 41
2024
Q1 		$1.44M Sell
18,570
-1,835
-9% -$142K 0.51% 40
2023
Q4 		$1.58M Buy
20,405
+389
+2% +$29.5K 0.64% 31
2023
Q3 		$1.5M Buy
20,016
+206
+1% +$15.5K 0.67% 32
2023
Q2 		$1.5M Buy
19,810
+110
+0.6% +$8.36K 0.64% 34
2023
Q1 		$1.5M Buy
19,700
+80
+0.4% +$6.06K 0.7% 31
2022
Q4 		$1.48M Sell
19,620
-165
-0.8% -$12.3K 0.74% 33
2022
Q3 		$1.47M Buy
19,785
+1,805
+10% +$138K 0.81% 31
2022
Q2 		$1.37M Hold
17,980
– – 0.71% 32
2022
Q1 		$1.4M Buy
17,980
+2,290
+15% +$182K 0.63% 37
2021
Q4 		$1.27M Buy
15,690
+145
+0.9% +$11.8K 0.55% 37
2021
Q3 		$1.28M Sell
15,545
-990
-6% -$81.8K 0.61% 36
2021
Q2 		$1.37M Hold
16,535
– – 0.66% 35
2021
Q1 		$1.36M Buy
16,535
+475
+3% +$39.3K 0.72% 34
2020
Q4 		$1.34M Sell
16,060
-1,050
-6% -$87.1K 0.74% 33
2020
Q3 		$1.42M Sell
17,110
-1,500
-8% -$124K 0.9% 29
2020
Q2 		$1.54M Sell
18,610
-740
-4% -$60.2K 1.06% 26
2020
Q1 		$1.53M Sell
19,350
-950
-5% -$76.4K 1.36% 22
2019
Q4 		$1.65M Sell
20,300
-450
-2% -$36.5K 1.19% 24
2019
Q3 		$1.68M Sell
20,750
-925
-4% -$74.7K 1.34% 21
2019
Q2 		$1.75M Sell
21,675
-3,875
-15% -$309K 1.44% 20
2019
Q1 		$2.04M Sell
25,550
-1,875
-7% -$148K 1.71% 19
2018
Q4 		$2.14M Buy
27,425
+9,360
+52% +$728K 2.04% 17
2018
Q3 		$1.41M Buy
+18,065
New +$1.41M 1.17% 26

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Wells Trecaso Financial Group's VCSH Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.7% in Q3 2025, selling an estimated $42.3K and leaving 19,128 shares worth $1.53M. The position accounts for 0.73% of the portfolio, ranked #36.

Wells Trecaso Financial Group first reported a position in VCSH in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.14M in Q4 2018. 1,345 funds tracked by Wall St. Rank hold VCSH as of Q3 2025.

  • Wells Trecaso Financial Group held 19,128 shares of Vanguard Short-Term Corporate Bond ETF worth $1.53M as of Q3 2025.
  • Wells Trecaso Financial Group sold 532 Vanguard Short-Term Corporate Bond ETF shares in Q3 2025, an estimated $42.3K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.73% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #36 holding.
  • Wells Trecaso Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2018 and has held it in 29 quarters since.
  • Wells Trecaso Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $2.14M in Q4 2018.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.