Annis Gardner Whiting Capital Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Annis Gardner Whiting Capital 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
2025 Q1	–	Sell	-1,514	Closed	-$118K	–	825
2024 Q4	$118K	Hold	1,514	–	–	0.03%	257
2024 Q3	$120K	Hold	1,514	–	–	0.03%	268
2024 Q2	$117K	Sell	1,514 -11,750	-89%	-$904K	0.03%	280
2024 Q1	$1.03M	Sell	13,264 -37,197	-74%	-$2.87M	0.37%	46
2023 Q4	$3.9M	Buy	50,461 +37,231	+281%	+$2.82M	1.73%	10
2023 Q3	$994K	Buy	+13,230	New	+$999K	0.53%	31

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VCSH Position: Q1 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 1,514 shares — an estimated $118K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VCSH in Q3 2023 and held it in 6 quarters. The position peaked at $3.9M in Q4 2023. 1,330 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,514 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $118K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $3.9M in Q4 2023.
1,330 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2025, filed 9 May 2025.