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American Economic Planning Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

American Economic Planning 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
Q3 		$932K Buy
11,516
+36
+0.3% +$2.91K 0.25% 41
2019
Q2 		$926K Buy
11,480
+463
+4% +$37K 0.28% 41
2019
Q1 		$879K Buy
11,017
+1,087
+11% +$85.7K 0.27% 39
2018
Q4 		$774K Sell
9,930
-1,225
-11% -$95.3K 0.25% 38
2018
Q3 		$872K Buy
11,155
+302
+3% +$23.6K 0.31% 30
2018
Q2 		$848K Buy
10,853
+138
+1% +$10.8K 0.31% 29
2018
Q1 		$840K Buy
10,715
+1,159
+12% +$91.2K 0.31% 34
2017
Q4 		$758K Buy
9,556
+441
+5% +$35.2K 0.28% 33
2017
Q3 		$730K Buy
9,115
+238
+3% +$19.1K 0.27% 29
2017
Q2 		$711K Buy
8,877
+3,205
+57% +$256K 0.28% 29
2017
Q1 		$452K Buy
+5,672
New +$451K 0.18% 37
2014
Q2 		– Sell
-10,957
Closed -$876K – 37
2014
Q1 		$876K Buy
10,957
+1,509
+16% +$121K 0.34% 12
2013
Q4 		$754K Buy
9,448
+533
+6% +$42.6K 0.27% 15
2013
Q3 		$710K Buy
8,915
+1,172
+15% +$93K 0.29% 12
2013
Q2 		$612K Buy
+7,743
New +$621K 0.23% 13

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

American Economic Planning Group's VCSH Position: Q3 2019 in Review

American Economic Planning Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.31% in Q3 2019, buying an estimated $2.91K and bringing the position to 11,516 shares worth $932K. The position accounts for 0.25% of the portfolio, ranked #41.

American Economic Planning Group first reported a position in VCSH in Q2 2013 and has held it in 15 quarters since. 723 funds tracked by Wall St. Rank hold VCSH as of Q3 2019.

  • American Economic Planning Group held 11,516 shares of Vanguard Short-Term Corporate Bond ETF worth $932K as of Q3 2019.
  • American Economic Planning Group bought 36 Vanguard Short-Term Corporate Bond ETF shares in Q3 2019, an estimated $2.91K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.25% of American Economic Planning Group's portfolio in Q3 2019, its #41 holding.
  • American Economic Planning Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
  • 723 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.