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Asset Planning Corporation’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Asset Planning Corporation’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
2024
Q4 		– Sell
-2,822
Closed -$224K – 46
2024
Q3 		$224K Sell
2,822
-8,482
-75% -$666K 0.15% 42
2024
Q2 		$873K Sell
11,304
-2,172
-16% -$167K 0.65% 26
2024
Q1 		$1.04M Sell
13,476
-415
-3% -$32K 0.76% 24
2023
Q4 		$1.07M Sell
13,891
-119,444
-90% -$9.05M 0.83% 21
2023
Q3 		$10M Sell
133,335
-534
-0.4% -$40.3K 7.71% 3
2023
Q2 		$10.1M Sell
133,869
-22,744
-15% -$1.73M 7.7% 4
2023
Q1 		$11.9M Buy
156,613
+2,039
+1% +$154K 9.59% 3
2022
Q4 		$11.6M Sell
154,574
-15,479
-9% -$1.16M 9.68% 3
2022
Q3 		$12.6M Sell
170,053
-21,667
-11% -$1.65M 11.82% 1
2022
Q2 		$14.6M Buy
191,720
+43,196
+29% +$3.32M 12.7% 1
2022
Q1 		$11.6M Buy
148,524
+16,063
+12% +$1.28M 10.12% 3
2021
Q4 		$10.8M Buy
132,461
+3,991
+3% +$326K 9.21% 4
2021
Q3 		$10.6M Buy
128,470
+11,401
+10% +$942K 9.8% 4
2021
Q2 		$9.68M Buy
117,069
+7,880
+7% +$652K 9.43% 3
2021
Q1 		$9.01M Buy
109,189
+13,897
+15% +$1.15M 9.37% 4
2020
Q4 		$7.93M Buy
+95,292
New +$7.9M 7.87% 7

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Planning Corporation's VCSH Position: Q4 2024 in Review

Asset Planning Corporation sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 2,822 shares — an estimated $224K sold.

Asset Planning Corporation first reported a position in VCSH in Q4 2020 and held it in 16 quarters. The position peaked at $14.6M in Q2 2022. 1,326 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Asset Planning Corporation reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Asset Planning Corporation sold 2,822 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $224K.
  • Asset Planning Corporation first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Asset Planning Corporation's Vanguard Short-Term Corporate Bond ETF position peaked at $14.6M in Q2 2022.
  • 1,326 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Asset Planning Corporation's 13F filing for Q4 2024, filed 24 Jan 2025.