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Asset Planning Services (Pennsylvania)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021
Q4 		$12.5M Buy
154,094
+11,671
+8% +$954K 5.79% 3
2021
Q3 		$11.7M Buy
142,423
+7,673
+6% +$634K 5.64% 3
2021
Q2 		$11.1M Buy
134,750
+11,943
+10% +$987K 5.36% 3
2021
Q1 		$10.1M Buy
122,807
+5,800
+5% +$480K 4.67% 3
2020
Q4 		$9.74M Sell
117,007
-27,138
-19% -$2.25M 4.67% 4
2020
Q3 		$11.9M Buy
144,145
+10,047
+7% +$833K 5.17% 5
2020
Q2 		$11.1M Sell
134,098
-38
-0% -$3.09K 4.79% 5
2020
Q1 		$10.6M Sell
134,136
-8,228
-6% -$662K 5.25% 5
2019
Q4 		$11.6M Buy
142,364
+16,967
+14% +$1.37M 4.81% 5
2019
Q3 		$10.2M Buy
125,397
+14,299
+13% +$1.16M 4.4% 5
2019
Q2 		$8.96M Buy
111,098
+6,031
+6% +$481K 3.95% 8
2019
Q1 		$8.38M Buy
105,067
+5,072
+5% +$400K 3.89% 7
2018
Q4 		$7.79M Buy
99,995
+3,674
+4% +$286K 3.95% 6
2018
Q3 		$7.49M Buy
96,321
+5,898
+7% +$461K 3.56% 7
2018
Q2 		$7.06M Buy
90,423
+12,720
+16% +$994K 3.45% 7
2018
Q1 		$6.09M Buy
77,703
+11,952
+18% +$941K 3.13% 8
2017
Q4 		$5.21M Buy
65,751
+10,837
+20% +$864K 2.69% 9
2017
Q3 		$4.4M Buy
54,914
+28,834
+111% +$2.31M 2.43% 9
2017
Q2 		$2.09M Buy
26,080
+16,465
+171% +$1.32M 1.33% 18
2017
Q1 		$767K Buy
9,615
+4,911
+104% +$391K 0.52% 35
2016
Q4 		$373K Buy
4,704
+222
+5% +$17.7K 0.29% 46
2016
Q3 		$361K Buy
4,482
+213
+5% +$17.2K 0.3% 47
2016
Q2 		$345K Buy
4,269
+146
+4% +$11.7K 0.3% 47
2016
Q1 		$330K Sell
4,123
-95
-2% -$7.52K 0.3% 46
2015
Q4 		$333K Sell
4,218
-912
-18% -$72.5K 0.32% 44
2015
Q3 		$409K Buy
5,130
+25
+0.5% +$1.99K 0.41% 40
2015
Q2 		$406K Buy
+5,105
New +$408K 0.39% 40

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VCSH Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 8.2% in Q4 2021, buying an estimated $954K and bringing the position to 154,094 shares worth $12.5M. The position accounts for 5.79% of the portfolio, ranked #3.

Asset Planning Services (Pennsylvania) first reported a position in VCSH in Q2 2015 and has held it in 27 quarters since. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 154,094 shares of Vanguard Short-Term Corporate Bond ETF worth $12.5M as of Q4 2021.
  • Asset Planning Services (Pennsylvania) bought 11,671 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $954K.
  • Vanguard Short-Term Corporate Bond ETF made up 5.79% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #3 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2015 and has held it in 27 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.