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Baker Tilly Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Baker Tilly 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
Q1 		– Sell
-3,692
Closed -$300K – 567
2021
Q4 		$300K Buy
+3,692
New +$302K 0.03% 431

Other funds holding VCSH

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
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

Baker Tilly Wealth Management's VCSH Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 3,692 shares — an estimated $300K sold.

Baker Tilly Wealth Management first reported a position in VCSH in Q4 2021 and held it in 1 quarter. The position peaked at $300K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,692 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $300K.
  • Baker Tilly Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $300K in Q4 2021.
  • 1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.