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

Windward Private 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
2026
Q2 		$3.59M Sell
45,406
-269
-0.6% -$21.3K 1.15% 15
2026
Q1 		$3.62M Sell
45,675
-223
-0.5% -$17.8K 1.25% 14
2025
Q4 		$3.66M Buy
45,898
+2,050
+5% +$164K 1.27% 15
2025
Q3 		$3.5M Sell
43,848
-136
-0.3% -$10.8K 1.21% 15
2025
Q2 		$3.5M Sell
43,984
-784
-2% -$61.8K 1.26% 15
2025
Q1 		$3.53M Sell
44,768
-728
-2% -$57.1K 1.38% 13
2024
Q4 		$3.55M Sell
45,496
-2,155
-5% -$169K 1.38% 13
2024
Q3 		$3.78M Sell
47,651
-7,344
-13% -$576K 1.45% 13
2024
Q2 		$4.25M Buy
54,995
+285
+0.5% +$21.9K 1.72% 12
2024
Q1 		$4.23M Sell
54,710
-11,029
-17% -$851K 1.73% 12
2023
Q4 		$5.09M Sell
65,739
-2,975
-4% -$225K 2.13% 10
2023
Q3 		$5.16M Sell
68,714
-1,221
-2% -$92.2K 2.34% 10
2023
Q2 		$5.29M Sell
69,935
-21,699
-24% -$1.65M 2.34% 10
2023
Q1 		$6.99M Sell
91,634
-4,213
-4% -$319K 2.98% 9
2022
Q4 		$7.21M Buy
95,847
+22,979
+32% +$1.72M 3.19% 9
2022
Q3 		$5.41M Buy
72,868
+36,728
+102% +$2.8M 2.61% 11
2022
Q2 		$2.76M Sell
36,140
-46,466
-56% -$3.57M 1.27% 16
2022
Q1 		$6.45M Buy
82,606
+37,246
+82% +$2.96M 2.66% 11
2021
Q4 		$3.69M Buy
45,360
+14,288
+46% +$1.17M 1.42% 14
2021
Q3 		$2.56M Buy
31,072
+1,173
+4% +$96.9K 1.04% 18
2021
Q2 		$2.47M Sell
29,899
-49,696
-62% -$4.11M 1.01% 19
2021
Q1 		$6.57M Buy
79,595
+59,158
+289% +$4.9M 2.91% 11
2020
Q4 		$1.7M Buy
+20,437
New +$1.7M 0.79% 25

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Windward Private Wealth Management's VCSH Position: Q2 2026 in Review

Windward Private Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.59% in Q2 2026, selling an estimated $21.3K and leaving 45,406 shares worth $3.59M. The position accounts for 1.15% of the portfolio, ranked #15.

Windward Private Wealth Management first reported a position in VCSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.21M in Q4 2022. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Windward Private Wealth Management held 45,406 shares of Vanguard Short-Term Corporate Bond ETF worth $3.59M as of Q2 2026.
  • Windward Private Wealth Management sold 269 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $21.3K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.15% of Windward Private Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Windward Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Windward Private Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $7.21M in Q4 2022.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.