Ownership history in Gradient Capital Advisors, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 171,922 | +11,838 | +7.4% | 3.53% | $13.7M | $79.17 |
| 2025 Q3 | ADDED | 160,084 | +13,744 | +9.4% | 3.43% | $12.8M | $78.20 |
| 2025 Q2 | REDUCED | 146,340 | -11,114 | -7.1% | 3.44% | $11.6M | $76.93 |
| 2025 Q1 | ADDED | 157,454 | +1,565 | +1.0% | 4.06% | $12.4M | $75.55 |
| 2024 Q4 | ADDED | 155,889 | +11,230 | +7.8% | 3.92% | $12.2M | $74.15 |
| 2024 Q3 | ADDED | 144,659 | +2,735 | +1.9% | 3.80% | $11.5M | $74.45 |
| 2024 Q2 | ADDED | 141,924 | +13,339 | +10.4% | 3.92% | $11.0M | $71.72 |
| 2024 Q1 | ADDED | 128,585 | +33,674 | +35.5% | 3.65% | $9.9M | $71.04 |
| 2023 Q4 | ADDED | 94,911 | +1,892 | +2.0% | 2.80% | $7.3M | $70.67 |
| 2023 Q3 | ADDED | 93,019 | +10,582 | +12.8% | 2.92% | $7.0M | $67.84 |
As of 2025 Q4 — sorted by position size