Coston, McIsaac & Partners VFSUX β€” VANGUARD SHORT-TERM INVESTMENT-GRADE ADM

Ownership history in Coston, McIsaac & Partners  Β·  7 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported VANGUARD SHORT-TERM INVESTMENT-GRADE ADM (VFSUX) in 7 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows VFSUX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VFSUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in VANGUARD SHORT-TERM INVESTMENT-GRADE ADM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VFSUX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coston, McIsaac & Partners held VFSUX β€” position size vs. price
% of Fund (quarterly)    VFSUX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 7,071 β€” 0% 0.02% $73K 2026-04-22 $10.45
2025 Q4 UNCHANGED β€” β€” β€” 7,071 β€” 0% 0.02% $74K 2026-02-03 $10.44
2025 Q3 UNCHANGED β€” β€” β€” 7,071 β€” 0% 0.02% $74K 2025-11-05 $10.30
2025 Q2 UNCHANGED β€” β€” β€” 7,071 β€” 0% 0.02% $74K 2025-08-12 $10.16
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VFSUX

As of 2026 Q1 β€” sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 0.51% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.0% Oakworth Capital, Inc. 3Y 7Y 0.0%

FAQ About Coston, McIsaac & Partners and VFSUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning VFSUX?

Coston, McIsaac & Partners reported VFSUX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported VFSUX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for VFSUX was 0.02% in 2025 Q2.

What is the latest reported VFSUX position on this page?

The most recent filing on this page is 2026 Q1, when Coston, McIsaac & Partners reported 7,071 shares, equal to 0.02% of portfolio, with an estimated market value of $73K.

What does the chart on this VFSUX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly VFSUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coston, McIsaac & Partners time their VFSUX position?

Based on 13F filing dates vs. subsequent VFSUX price moves, Coston, McIsaac & Partners correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VFSUX relative to SPY over the holding period was -33.7%.

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