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

Whalen 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
Q4 		– Sell
-48,126
Closed -$3.85M – 242
2025
Q3 		$3.85M Buy
+48,126
New +$3.83M 2.25% 10
2025
Q2 		– Sell
-109,928
Closed -$8.68M – 225
2025
Q1 		$8.68M Buy
+109,928
New +$8.62M 5.79% 3

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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Whalen Wealth Management's VCSH Position: Q4 2025 in Review

Whalen Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2025, closing a stake of 48,126 shares — an estimated $3.85M sold.

Whalen Wealth Management first reported a position in VCSH in Q1 2025 and held it in 2 quarters. The position peaked at $8.68M in Q1 2025. 1,430 funds tracked by Wall St. Rank hold VCSH as of Q4 2025.

  • Whalen Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 48,126 Vanguard Short-Term Corporate Bond ETF shares in Q4 2025, an estimated $3.85M.
  • Whalen Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $8.68M in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.