Oakworth Capital, Inc. VCSH — VANGUARD SHORT TERM CORP BD ETF

Ownership history in Oakworth Capital, Inc.  ·  37 quarters on record

AI Ownership Summary

Oakworth Capital, Inc. reported VANGUARD SHORT TERM CORP BD ETF (VCSH) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.29% in 2026 Q1. The latest visible filing shows VCSH at 5.29% 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 Oakworth Capital, Inc.'s position in VANGUARD SHORT TERM CORP BD ETF, 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

VCSH was reported at 5.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.29% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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.

VCSH stock page Oakworth Capital, Inc. fund profile Oakworth Capital, Inc. full holdings
How Oakworth Capital, Inc. held VCSH — position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,260,594 +82,658 +7.0% 5.29% $99.9M 2026-04-24 $79.17
2025 Q4 ADDED — — — 1,177,936 +379,224 +47.5% 5.13% $93.9M 2026-01-30 $78.90
2025 Q3 ADDED — — — 798,712 +32,573 +4.3% 3.69% $63.8M 2025-11-04 $77.88
2025 Q2 ADDED — — — 766,139 +38,568 +5.3% 3.93% $60.9M 2025-07-17 $76.27
2025 Q1 REDUCED — — — 727,571 -702 -0.1% 4.00% $57.4M 2025-04-24 $75.13
2024 Q4 ADDED — — — 728,273 +37,732 +5.5% 3.91% $56.8M 2025-01-27 $74.00
2024 Q3 ADDED — — — 690,541 +52,325 +8.2% 3.80% $54.8M 2024-10-21 $73.41
2024 Q2 ADDED — — — 638,216 +10,048 +1.6% 3.60% $49.3M 2024-07-19 $71.84
2024 Q1 ADDED — — — 628,168 +38,452 +6.5% 3.66% $48.6M 2024-04-22 $70.03
2023 Q4 ADDED — — — 589,716 +575,448 +4033.1% 3.66% $45.6M 2024-01-31 $70.38
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCSH

As of 2026 Q1 — sorted by position size

BCK Partners, Inc. 3Y 24.41% Quantum Financial Planning Services, Inc. 24.35% JBGlobal.com LLC 24.03% William Mack & Associates, Inc. 18.0% FIDELIS iM, LLC 3Y 14.36% Eaton-Cambridge Inc. 13.59% Beacon Financial Strategies CORP 13.4% Liquid Strategies, LLC 3Y 12.42% Adaptive Financial Consulting, LLC 3Y 12.11% Twin Cities Retirement Group LLC 11.99%

FAQ About Oakworth Capital, Inc. and VCSH

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

How long has Oakworth Capital, Inc. reported owning VCSH?

Oakworth Capital, Inc. reported VCSH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VCSH position in Oakworth Capital, Inc.'s portfolio?

The largest reported portfolio weight for VCSH was 5.29% in 2026 Q1.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2026 Q1, when Oakworth Capital, Inc. reported 1,260,594 shares, equal to 5.29% of portfolio, with an estimated market value of $99.9M.

What does the chart on this VCSH ownership page compare?

The chart compares Oakworth Capital, Inc.'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.

How well did Oakworth Capital, Inc. time their VCSH position?

Based on 13F filing dates vs. subsequent VCSH price moves, Oakworth Capital, Inc. correctly timed 24 out of 32 reported position changes (75%).

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