Badgley Phelps Wealth Managers’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Badgley Phelps Wealth Managers’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 Q4	–	Sell	-5,377	Closed	-$404K	–	246
2023 Q3	$404K	Sell	5,377 -1,090	-17%	-$82.3K	0.01%	181
2023 Q2	$489K	Buy	6,467 +682	+12%	+$51.8K	0.02%	181
2023 Q1	$441K	Buy	5,785 +196	+4%	+$14.8K	0.02%	160
2022 Q4	$420K	Sell	5,589 -256	-4%	-$19.1K	0.02%	158
2022 Q3	$434K	Buy	5,845 +1,914	+49%	+$146K	0.02%	144
2022 Q2	$300K	Buy	+3,931	New	+$302K	0.01%	170

Other funds holding VCSH

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Badgley Phelps Wealth Managers's VCSH Position: Q4 2023 in Review

Badgley Phelps Wealth Managers sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 5,377 shares — an estimated $404K sold.

Badgley Phelps Wealth Managers first reported a position in VCSH in Q2 2022 and held it in 6 quarters. The position peaked at $489K in Q2 2023. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Badgley Phelps Wealth Managers reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 5,377 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $404K.
Badgley Phelps Wealth Managers first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and held it in 6 quarters.
Badgley Phelps Wealth Managers's Vanguard Short-Term Corporate Bond ETF position peaked at $489K in Q2 2023.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Badgley Phelps Wealth Managers's 13F filing for Q4 2023, filed 14 Feb 2024.