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WMS Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

WMS Partners’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
Q1 		– Sell
-41,086
Closed -$3.21M – 262
2024
Q4 		$3.21M Sell
41,086
-1,906
-4% -$149K 0.18% 54
2024
Q3 		$3.41M Sell
42,992
-2,175
-5% -$171K 0.19% 54
2024
Q2 		$3.49M Buy
45,167
+2,373
+6% +$183K 0.22% 49
2024
Q1 		$3.31M Sell
42,794
-6,692
-14% -$517K 0.23% 50
2023
Q4 		$3.83M Sell
49,486
-35,263
-42% -$2.67M 0.28% 46
2023
Q3 		$6.37M Sell
84,749
-85,719
-50% -$6.47M 0.5% 31
2023
Q2 		$12.9M Sell
170,468
-356,954
-68% -$27.1M 1.01% 21
2023
Q1 		$40.2M Sell
527,422
-3,465
-0.7% -$262K 3.52% 9
2022
Q4 		$39.9M Sell
530,887
-31,742
-6% -$2.37M 3.95% 7
2022
Q3 		$41.8M Buy
562,629
+38,977
+7% +$2.97M 5.68% 3
2022
Q2 		$39.9M Sell
523,652
-102,582
-16% -$7.88M 6.22% 3
2022
Q1 		$48.9M Buy
+626,234
New +$49.8M 6.7% 3
2021
Q4 		– Sell
-546,958
Closed -$45.1M – 279
2021
Q3 		$45.1M Buy
546,958
+29,575
+6% +$2.44M 6.61% 3
2021
Q2 		$42.8M Buy
517,383
+43,787
+9% +$3.62M 6.33% 3
2021
Q1 		$39.1M Buy
473,596
+67,679
+17% +$5.61M 8.9% 2
2020
Q4 		$33.8M Buy
405,917
+78,449
+24% +$6.51M 5.82% 3
2020
Q3 		$27.1M Buy
327,468
+26,776
+9% +$2.22M 5.27% 3
2020
Q2 		$24.9M Buy
300,692
+13,480
+5% +$1.1M 5.15% 4
2020
Q1 		$22.7M Buy
287,212
+58,737
+26% +$4.72M 6.3% 2
2019
Q4 		$18.5M Buy
228,475
+106,803
+88% +$8.65M 4.14% 4
2019
Q3 		$9.86M Buy
121,672
+22,570
+23% +$1.82M 2.37% 6
2019
Q2 		$8M Buy
99,102
+15,369
+18% +$1.23M 1.97% 8
2019
Q1 		$6.68M Sell
83,733
-15,945
-16% -$1.26M 1.66% 9
2018
Q4 		$7.77M Sell
99,678
-117,975
-54% -$9.17M 2.17% 8
2018
Q3 		$17M Sell
217,653
-2,806
-1% -$219K 1.91% 18
2018
Q2 		$17.2M Sell
220,459
-23,051
-9% -$1.8M 2% 16
2018
Q1 		$19.1M Sell
243,510
-2,989
-1% -$235K 2.27% 12
2017
Q4 		$19.5M Buy
246,499
+18,876
+8% +$1.5M 2.2% 12
2017
Q3 		$18.2M Buy
227,623
+16,168
+8% +$1.3M 2.17% 11
2017
Q2 		$16.9M Sell
211,455
-9,462
-4% -$756K 2.09% 11
2017
Q1 		$17.6M Buy
220,917
+73,879
+50% +$5.88M 2.21% 11
2016
Q4 		$11.7M Buy
147,038
+39,015
+36% +$3.11M 1.55% 23
2016
Q3 		$8.7M Buy
108,023
+25,138
+30% +$2.03M 1.17% 30
2016
Q2 		$6.7M Buy
82,885
+5,862
+8% +$470K 0.93% 33
2016
Q1 		$6.16M Buy
77,023
+1,131
+1% +$89.5K 0.86% 35
2015
Q4 		$6M Buy
75,892
+36,439
+92% +$2.9M 0.86% 35
2015
Q3 		$3.15M Buy
39,453
+1,879
+5% +$149K 0.48% 51
2015
Q2 		$2.99M Buy
37,574
+2,604
+7% +$208K 0.35% 64
2015
Q1 		$2.81M Buy
34,970
+27,515
+369% +$2.2M 0.34% 61
2014
Q4 		$594K Buy
7,455
+3,590
+93% +$287K 0.09% 106
2014
Q3 		$309K Sell
3,865
-380
-9% -$30.4K 0.05% 184
2014
Q2 		$342K Hold
4,245
– – 0.05% 179
2014
Q1 		$339K Hold
4,245
– – 0.05% 178
2013
Q4 		$338K Hold
4,245
– – 0.06% 166
2013
Q3 		$338K Hold
4,245
– – 0.06% 142
2013
Q2 		$336K Buy
+4,245
New +$340K 0.06% 156

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

WMS Partners's VCSH Position: Q1 2025 in Review

WMS Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 41,086 shares — an estimated $3.21M sold.

WMS Partners first reported a position in VCSH in Q2 2013 and held it in 46 quarters. The position peaked at $48.9M in Q1 2022. 1,326 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • WMS Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 41,086 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $3.21M.
  • WMS Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and held it in 46 quarters.
  • WMS Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $48.9M in Q1 2022.
  • 1,326 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.