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Advisor Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Advisor Group’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$17.8M Sell
219,125
-10,843
-5% -$878K 0.12% 155
2019
Q3 		$18.6M Buy
229,968
+9,493
+4% +$767K 0.14% 136
2019
Q2 		$17.8M Buy
220,475
+3,267
+2% +$261K 0.14% 130
2019
Q1 		$17.3M Sell
217,208
-24,540
-10% -$1.93M 0.14% 131
2018
Q4 		$18.8M Buy
241,748
+88,374
+58% +$6.87M 0.19% 101
2018
Q3 		$12M Sell
153,374
-6,778
-4% -$530K 0.12% 150
2018
Q2 		$12.5M Sell
160,152
-1,065
-0.7% -$83.2K 0.17% 114
2018
Q1 		$12.6M Sell
161,217
-31,648
-16% -$2.49M 0.17% 109
2017
Q4 		$15.3M Buy
192,865
+72,018
+60% +$5.74M 0.2% 93
2017
Q3 		$9.68M Buy
120,847
+6,665
+6% +$534K 0.15% 135
2017
Q2 		$9.14M Buy
114,182
+6,246
+6% +$499K 0.16% 132
2017
Q1 		$8.61M Sell
107,936
-4,161
-4% -$331K 0.17% 131
2016
Q4 		$8.9M Buy
112,097
+26,859
+32% +$2.14M 0.2% 112
2016
Q3 		$6.87M Sell
85,238
-8,438
-9% -$681K 0.17% 133
2016
Q2 		$7.57M Buy
+93,676
New +$7.51M 0.2% 115

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Advisor Group's VCSH Position: Q4 2019 in Review

Advisor Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.7% in Q4 2019, selling an estimated $878K and leaving 219,125 shares worth $17.8M. The position accounts for 0.12% of the portfolio, ranked #155.

Advisor Group first reported a position in VCSH in Q2 2016 and has held it in 15 quarters since. The position peaked at $18.8M in Q4 2018. 832 funds tracked by Wall St. Rank hold VCSH as of Q4 2019.

  • Advisor Group held 219,125 shares of Vanguard Short-Term Corporate Bond ETF worth $17.8M as of Q4 2019.
  • Advisor Group sold 10,843 Vanguard Short-Term Corporate Bond ETF shares in Q4 2019, an estimated $878K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.12% of Advisor Group's portfolio in Q4 2019, its #155 holding.
  • Advisor Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vanguard Short-Term Corporate Bond ETF position peaked at $18.8M in Q4 2018.
  • 832 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.