VCSH VANGUARD SHORT-TERM CORP BO

Ownership history in Montecito Bank & Trust  ·  30 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported VANGUARD SHORT-TERM CORP BO (VCSH) in 30 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.76% in 2023 Q3. The latest visible filing shows VCSH at 1.18% 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 VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montecito Bank & Trust's position in VANGUARD SHORT-TERM CORP BO, 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
2025 Q4

VCSH was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.76% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Montecito Bank & Trust held VCSH — position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 93,042 -8,182 -8.1% 1.18% $7.4M 2026-02-14 (Est.) $79.83
2025 Q3 REDUCED 101,224 -5,216 -4.9% 1.26% $8.1M 2025-10-07 $78.34
2025 Q1 REDUCED 106,440 -7,698 -6.7% 1.49% $8.4M 2025-04-17 $75.53
2024 Q4 REDUCED 114,138 -1,437 -1.2% 1.54% $8.9M 2025-01-21 $74.34
2024 Q3 REDUCED 115,575 -4,741 -3.9% 1.56% $9.2M 2024-10-31 $73.75
2024 Q2 REDUCED 120,316 -8,018 -6.2% 1.89% $9.3M 2024-07-17 $72.49
2024 Q1 REDUCED 128,334 -15,390 -10.7% 1.98% $9.9M 2024-04-09 $70.94
2023 Q4 REDUCED 143,724 -13,239 -8.4% 2.39% $11.1M 2024-01-05 $70.34
2023 Q3 REDUCED 156,963 -9,445 -5.7% 2.76% $11.8M 2023-10-16 $67.80
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Montecito Bank & Trust and VCSH

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

How long has Montecito Bank & Trust reported owning VCSH?

Montecito Bank & Trust reported VCSH across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VCSH position in Montecito Bank & Trust's portfolio?

The largest reported portfolio weight for VCSH was 2.76% in 2023 Q3.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q4, when Montecito Bank & Trust reported 93,042 shares, equal to 1.18% of portfolio, with an estimated market value of $7.4M.

What does the chart on this VCSH ownership page compare?

The chart compares Montecito Bank & Trust's quarterly VCSH 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.

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