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Axiom Advisory’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Axiom 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
2024
Q3 		$37.5M Sell
478,467
-343,912
-42% -$27M 0.35% 24
2024
Q2 		$63.2M Buy
822,379
+802,363
+4,009% +$61.7M 0.69% 19
2024
Q1 		$1.55M Buy
20,016
+94
+0.5% +$7.26K 1.14% 17
2023
Q4 		$1.54M Sell
19,922
-657
-3% -$49.8K 1.24% 17
2023
Q3 		$1.55M Sell
20,579
-314
-2% -$23.7K 1.39% 17
2023
Q2 		$1.58M Sell
20,893
-172
-0.8% -$13.1K 1.4% 17
2023
Q1 		$1.61M Buy
21,065
+10
+0% +$757 1.54% 17
2022
Q4 		$1.58M Buy
21,055
+119
+0.6% +$8.89K 1.68% 17
2022
Q3 		$1.56M Sell
20,936
-674
-3% -$51.4K 1.85% 17
2022
Q2 		$1.65M Buy
21,610
+59
+0.3% +$4.53K 1.83% 15
2022
Q1 		$1.68M Buy
21,551
+2,416
+13% +$192K 1.4% 16
2021
Q4 		$1.55M Buy
+19,135
New +$1.56M 1.28% 16

Other funds holding VCSH

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 $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axiom Advisory's VCSH Position: Q3 2024 in Review

Axiom Advisory reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 42% in Q3 2024, selling an estimated $27M and leaving 478,467 shares worth $37.5M. The position accounts for 0.35% of the portfolio, ranked #24.

Axiom Advisory first reported a position in VCSH in Q4 2021 and has held it in 12 quarters since. The position peaked at $63.2M in Q2 2024. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Axiom Advisory held 478,467 shares of Vanguard Short-Term Corporate Bond ETF worth $37.5M as of Q3 2024.
  • Axiom Advisory sold 343,912 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $27M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.35% of Axiom Advisory's portfolio in Q3 2024, its #24 holding.
  • Axiom Advisory first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • Axiom Advisory's Vanguard Short-Term Corporate Bond ETF position peaked at $63.2M in Q2 2024.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.