VCSH β€” Vanguard Short-Term Corporate Bond ETF

Ownership history in BRIGHTON JONES LLC  Β·  14 quarters on record

This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.04% (2021 Q3)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2019 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14

Position Intelligence

BRIGHTON JONES LLC Γ— VCSH AI Analytics

πŸ“‰ BRIGHTON JONES LLC underperformed the S&P 500 by –26.0% annually on this VCSH position. Timing score: 50% (6/12 decisions correct). Average cost basis: $71.68. Maximum drawdown during holding period: –8.1%.

πŸ“ˆ Position Alpha vs SPY
-26.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 26.0% ann.
12 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct

πŸ’° Entry Quality
$71.68
+9.1% vs current ($78.20)

Best entry: $66.61 (2022 Q2)  Β·  Worst: $78.20 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–8.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

8 adds Β· 6 trims. Bought during 1 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VCSH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,445 +2,503 +85.1% 0.01% $435K $78.20
2025 Q2 REDUCED 2,942 -289 -8.9% 0.01% $234K $76.93
2024 Q4 REDUCED 3,231 -2,255 -41.1% 0.01% $252K $74.15
2023 Q3 ADDED 5,486 +2,545 +86.5% 0.02% $412K $67.84
2023 Q2 ADDED 2,941 +199 +7.3% 0.01% $223K $67.77
2022 Q3 REDUCED 2,742 -1 -0.0% 0.01% $204K $65.21
2022 Q2 ADDED 2,743 +31 +1.1% 0.01% $209K $66.61
2022 Q1 REDUCED 2,712 -319 -10.5% 0.01% $212K $67.92
2021 Q4 REDUCED 3,031 -5,870 -65.9% 0.01% $246K $70.51
2021 Q3 ADDED 8,901 +4,036 +83.0% 0.04% $734K $70.99
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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