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Alera Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Alera Investment Advisors’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
2022
Q3 		– Sell
-4,538
Closed -$346K – 189
2022
Q2 		$346K Sell
4,538
-2,001
-31% -$154K 0.1% 136
2022
Q1 		$511K Buy
6,539
+1,010
+18% +$80.3K 0.12% 117
2021
Q4 		$449K Buy
5,529
+956
+21% +$78.1K 0.12% 56
2021
Q3 		$377K Sell
4,573
-30
-0.7% -$2.48K 0.11% 63
2021
Q2 		$381K Sell
4,603
-186
-4% -$15.4K 0.11% 64
2021
Q1 		$395K Sell
4,789
-31
-0.6% -$2.57K 0.13% 58
2020
Q4 		$401K Sell
4,820
-11,622
-71% -$964K 0.14% 50
2020
Q3 		$1.36M Sell
16,442
-6,531
-28% -$541K 0.54% 26
2020
Q2 		$1.9M Buy
22,973
+5,586
+32% +$454K 1% 21
2020
Q1 		$1.81M Buy
17,387
+3,796
+28% +$305K 1.1% 22
2019
Q4 		$1.11M Buy
13,591
+5,116
+60% +$414K 0.51% 23
2019
Q3 		$687K Buy
8,475
+45
+0.5% +$3.64K 0.34% 33
2019
Q2 		$680K Buy
8,430
+477
+6% +$38.1K 0.35% 31
2019
Q1 		$634K Buy
7,953
+1,125
+16% +$88.7K 0.31% 32
2018
Q4 		$532K Buy
+6,828
New +$531K 0.32% 42

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alera Investment Advisors's VCSH Position: Q3 2022 in Review

Alera Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 4,538 shares — an estimated $346K sold.

Alera Investment Advisors first reported a position in VCSH in Q4 2018 and held it in 15 quarters. The position peaked at $1.9M in Q2 2020. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

  • Alera Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 4,538 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $346K.
  • Alera Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
  • Alera Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.9M in Q2 2020.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Alera Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.