On October 20, 2025, My Personal CFO, LLC disclosed a new stake in Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF (VCSH 0.03%), acquiring 165,923 shares for an estimated $13.26 million based on quarterly average price.
What Happened
According to a filing with the Securities and Exchange Commission dated October 20, 2025, My Personal CFO, LLC initiated a new position in Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF (VCSH), acquiring 165,923 shares. The value of this purchase was $13,262,225; this acquisition increased the fund’s total 13F reportable holdings to 94 as of September 30, 2025.
What Else to Know
This was a new position; VCSH now accounts for 5.1% of My Personal CFO, LLC’s reportable 13F assets under management as of September 30, 2025.
Top holdings after the filing:
- VTI: $25,553,360 (9.9% of AUM)
- VCIT: $20,938,872 (8.1% of AUM)
- IVV: $13,627,926 (5.3% of AUM)
- VCSH: $13,262,225 (5.1% of AUM)
- DFAC: $12,572,885 (4.9% of AUM)
The fund’s annualized dividend yield was 4.25% as of October 21, 2025; VCSH was 0.07% below its 52-week high as of October 20, 2025.
ETF Overview
| Metric | Value |
|---|---|
| Dividend yield | 4.25% |
| Price (as of market close October 20, 2025) | $80.08 |
ETF Snapshot
Employs an indexing strategy to track the Bloomberg U.S. 1-5 Year Corporate Bond Index, focusing on investment-grade, fixed-rate, short-term corporate bonds.
Portfolio consists primarily of U.S. dollar-denominated bonds issued by industrial, utility, and financial companies with maturities between one and five years.
Structured as an ETF, offering diversified exposure to short-term corporate bonds.
The Vanguard Short-Term Corporate Bond ETF (VCSH) provides institutional and individual investors with targeted exposure to investment-grade, short-term corporate debt securities. The fund's strategy emphasizes liquidity and risk control by limiting maturities and maintaining high credit quality. With a substantial asset base, VCSH is positioned as a core fixed income holding for those seeking income.
Foolish Take
My Personal CEO, an investment management firm located in Vancouver, Washington, recently acquired $13.3 million worth of Vanguard Short-Term Corporate Bond ETF (VCSH).
For retail investors, this acquisition might be eye-opening -- $13.3 million is a ton of money -- but not all that useful for our own investing. There are two reasons for this.
First of all, professional portfolio managers often make large new purchases -- and they do so for many reasons. It can be difficult for an outsider to determine the motivation.
Second, when the asset in question is a fixed income ETF, it can be even more difficult. In this case, the fund purchased $13.3 million worth of a corporate bond ETF, the VCSH. That ETF tracks a basket of corporate bonds with short-term maturities.
Therefore, while the size of this transaction is certainly noteworthy, there aren't many actionable takeaways for average investors. However, this transaction can act as a reminder that fixed income investments do have a place in many investment portfolios.
Glossary
ETF (Exchange-Traded Fund): An investment fund traded on stock exchanges, holding a basket of assets like stocks or bonds.
Indexing strategy: An investment approach aiming to replicate the performance of a specific market index.
Bloomberg U.S. 1-5 Year Corporate Bond Index: A benchmark tracking U.S. investment-grade corporate bonds with maturities between one and five years.
Investment-grade: Bonds rated as relatively low risk of default by major credit rating agencies.
Fixed-rate: Bonds that pay a set interest rate throughout their term.
Short-term corporate bonds: Corporate bonds with maturities typically between one and five years.
13F reportable holdings: Securities that institutional investment managers must disclose quarterly to the SEC if they exceed certain thresholds.
Assets under management (AUM): The total market value of investments managed by a fund or firm.
Dividend yield: Annual dividends paid by an investment, expressed as a percentage of its price.
Annualized: A figure projected over a one-year period, based on shorter-term data.
Total return: The investment's price change plus all dividends and distributions, assuming those payouts are reinvested.
Liquidity: The ease with which an asset can be quickly bought or sold without affecting its price.
