Avalon Investment & Advisory’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Avalon Investment & Advisory’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
2023 Q1	$3.83M	Buy	+50,200	New	+$3.8M	0.1%	146
2020 Q1	–	Sell	-3,755	Closed	-$304K	–	359
2019 Q4	$304K	Buy	+3,755	New	+$304K	0.01%	292

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avalon Investment & Advisory's VCSH Position: Q1 2023 in Review

Avalon Investment & Advisory opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023: 50,200 shares worth $3.83M. The stake represents 0.1% of the portfolio and ranks #146 among its holdings. This is a return to the name: Avalon Investment & Advisory previously reported a position in VCSH as recently as Q4 2019.

Avalon Investment & Advisory first reported a position in VCSH in Q4 2019 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Avalon Investment & Advisory held 50,200 shares of Vanguard Short-Term Corporate Bond ETF worth $3.83M as of Q1 2023.
Vanguard Short-Term Corporate Bond ETF was a new Avalon Investment & Advisory position in Q1 2023.
Vanguard Short-Term Corporate Bond ETF made up 0.1% of Avalon Investment & Advisory's portfolio in Q1 2023, its #146 holding.
Avalon Investment & Advisory first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and has held it in 2 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.