WFAG
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Wescott Financial Advisory Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wescott Financial Advisory 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
2026
Q1 		$24.8M Buy
312,859
+10,738
+4% +$856K 2.17% 14
2025
Q4 		$24.1M Sell
302,121
-3,652
-1% -$291K 2.1% 14
2025
Q3 		$24.4M Buy
305,773
+5,523
+2% +$439K 2.19% 14
2025
Q2 		$23.9M Sell
300,250
-13,227
-4% -$1.04M 2.28% 13
2025
Q1 		$24.7M Sell
313,477
-5,533
-2% -$434K 2.57% 13
2024
Q4 		$24.9M Sell
319,010
-1,768
-0.6% -$139K 2.58% 12
2024
Q3 		$25.5M Buy
320,778
+13,745
+4% +$1.08M 2.74% 12
2024
Q2 		$23.7M Buy
307,033
+13,046
+4% +$1M 2.76% 11
2024
Q1 		$22.7M Buy
293,987
+9,971
+4% +$770K 2.83% 11
2023
Q4 		$22M Sell
284,016
-1,175
-0.4% -$89K 3.08% 9
2023
Q3 		$21.4M Buy
285,191
+811
+0.3% +$61.2K 3.92% 9
2023
Q2 		$21.5M Buy
284,380
+22,080
+8% +$1.68M 3.8% 9
2023
Q1 		$20M Buy
262,300
+17,374
+7% +$1.32M 4.34% 7
2022
Q4 		$18.4M Buy
244,926
+10,985
+5% +$821K 3.97% 8
2022
Q3 		$17.4M Buy
233,941
+23,964
+11% +$1.83M 4.84% 7
2022
Q2 		$16M Buy
209,977
+54,977
+35% +$4.22M 4.35% 7
2022
Q1 		$12.1M Buy
+155,000
New +$12.3M 3.12% 7

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

Wescott Financial Advisory Group's VCSH Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.6% in Q1 2026, buying an estimated $856K and bringing the position to 312,859 shares worth $24.8M. The position accounts for 2.17% of the portfolio, ranked #14.

Wescott Financial Advisory Group first reported a position in VCSH in Q1 2022 and has held it in 17 quarters since. The position peaked at $25.5M in Q3 2024. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

  • Wescott Financial Advisory Group held 312,859 shares of Vanguard Short-Term Corporate Bond ETF worth $24.8M as of Q1 2026.
  • Wescott Financial Advisory Group bought 10,738 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $856K.
  • Vanguard Short-Term Corporate Bond ETF made up 2.17% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Wescott Financial Advisory Group's Vanguard Short-Term Corporate Bond ETF position peaked at $25.5M in Q3 2024.
  • 1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.