BRWM
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B. Riley Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

B. Riley Wealth Management’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
2022
Q2 		$21K Buy
274,915
+44,724
+19% +$3.44M 0.02% 108
2022
Q1 		$18M Buy
230,191
+12,230
+6% +$973K 1.38% 11
2021
Q4 		$17.7M Buy
217,961
+9,050
+4% +$739K 1.23% 13
2021
Q3 		$17.2M Buy
208,911
+20,684
+11% +$1.71M 1.32% 11
2021
Q2 		$15.6M Sell
188,227
-28,548
-13% -$2.36M 1.72% 6
2021
Q1 		$17.9M Sell
216,775
-86,150
-28% -$7.14M 2.09% 4
2020
Q4 		$25.2M Sell
302,925
-22,647
-7% -$1.88M 3.26% 3
2020
Q3 		$27M Sell
325,572
-160,112
-33% -$13.3M 3.18% 3
2020
Q2 		$40.7M Buy
485,684
+28,120
+6% +$2.29M 4.47% 2
2020
Q1 		$36.2M Buy
457,564
+45,377
+11% +$3.65M 3.8% 1
2019
Q4 		$33.4M Buy
412,187
+49,254
+14% +$3.99M 5.01% 1
2019
Q3 		$29.4M Sell
362,933
-13,199
-4% -$1.07M 5.13% 1
2019
Q2 		$30.3K Buy
376,132
+10,332
+3% +$825K 4.66% 2
2019
Q1 		$29.2M Buy
365,800
+4,623
+1% +$364K 5.06% 1
2018
Q4 		$28.2M Buy
361,177
+151,891
+73% +$11.8M 5.9% 1
2018
Q3 		$16.4M Buy
+209,286
New +$16.4M 4.02% 3
2016
Q1 		$466K Sell
5,825
-275
-5% -$21.8K 0.7% 47
2015
Q4 		$481K Buy
+6,100
New +$485K 0.61% 47
2015
Q3 		– Sell
-1,695
Closed -$134K – 723
2015
Q2 		$134K Buy
1,695
+760
+81% +$60.8K 0.11% 228
2015
Q1 		$74K Buy
+935
New +$74.8K 0.06% 341

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

B. Riley Wealth Management's VCSH Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 19% in Q2 2022, buying an estimated $3.44M and bringing the position to 274,915 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #108.

B. Riley Wealth Management first reported a position in VCSH in Q1 2015 and has held it in 20 quarters since. The position peaked at $40.7M in Q2 2020. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q2 2022.

  • B. Riley Wealth Management held 274,915 shares of Vanguard Short-Term Corporate Bond ETF worth $21K as of Q2 2022.
  • B. Riley Wealth Management bought 44,724 Vanguard Short-Term Corporate Bond ETF shares in Q2 2022, an estimated $3.44M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #108 holding.
  • B. Riley Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2015 and has held it in 20 quarters since.
  • B. Riley Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $40.7M in Q2 2020.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.