VCSH — VANGUARD SHORT TERM COR BD ETF

Ownership history in 49 WEALTH MANAGEMENT, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which 49 WEALTH MANAGEMENT, LLC reported a position in VANGUARD SHORT TERM COR BD ETF (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.11% (2024 Q2)
Avg. % of fund
0.89%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 153,489 +77,755 +102.7% 1.00% $12.2M $79.17
2025 Q3 ADDED 75,734 +2,371 +3.2% 0.57% $6.1M $78.20
2024 Q2 INITIATED 73,363 — — 1.11% $5.6M —
% of Fund (quarterly)    VCSH price (monthly, adj. close)

Other funds also holding VCSH

As of 2025 Q4 — sorted by position size

BCK Partners, Inc. 3Y 23.87% John A. Wolfe & Associates, Inc. 23.38% Eaton-Cambridge Inc. 16.18% FIDELIS iM, LLC 3Y 14.91% McCarthy Asset Management, Inc. 3Y 13.96% Adaptive Financial Consulting, LLC 3Y 12.09% Marks Wealth, LLC 3Y 10.97% Liquid Strategies, LLC 3Y 10.96% Quaker Wealth Management, LLC 3Y 10.44% AllSquare Wealth Management LLC 3Y 7Y 10.44%
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