Baldrige Asset Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Baldrige Asset 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
2023 Q1	$17.7M	Buy	232,821 +25,541	+12%	+$1.93M	7.28%	2
2022 Q4	$15.6M	Buy	207,280 +294	+0.1%	+$22K	6.94%	2
2022 Q3	$15.4M	Buy	206,986 +174	+0.1%	+$13.3K	7.32%	1
2022 Q2	$15.8M	Sell	206,812 -8,222	-4%	-$632K	7.23%	1
2022 Q1	$16.8M	Sell	215,034 -493	-0.2%	-$39.2K	6.86%	2
2021 Q4	$17.5M	Buy	215,527 +19,080	+10%	+$1.56M	6.82%	2
2021 Q3	$16.2M	Buy	196,447 +12,093	+7%	+$999K	6.74%	3
2021 Q2	$15.2M	Buy	184,354 +11,709	+7%	+$968K	6.61%	2
2021 Q1	$14.2M	Buy	172,645 +11,543	+7%	+$956K	7.79%	1
2020 Q4	$13.4M	Sell	161,102 -16,127	-9%	-$1.34M	7.97%	1
2020 Q3	$14.7M	Sell	177,229 -4,659	-3%	-$386K	9.9%	1
2020 Q2	$15M	Sell	181,888 -6,277	-3%	-$511K	11.31%	1
2020 Q1	$14.9M	Sell	188,165 -12,071	-6%	-$971K	12.99%	1
2019 Q4	$16.2M	Buy	200,236 +15,765	+9%	+$1.28M	13.38%	1
2019 Q3	$15M	Buy	184,471 +21,392	+13%	+$1.73M	13.26%	1
2019 Q2	$13.2M	Buy	163,079 +7,989	+5%	+$638K	12.13%	1
2019 Q1	$12.4M	Buy	+155,090	New	+$12.2M	12.07%	1

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

Baldrige Asset Management's VCSH Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 12% in Q1 2023, buying an estimated $1.93M and bringing the position to 232,821 shares worth $17.7M. The position accounts for 7.28% of the portfolio, ranked #2.

Baldrige Asset Management first reported a position in VCSH in Q1 2019 and has held it in 17 quarters since. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Baldrige Asset Management held 232,821 shares of Vanguard Short-Term Corporate Bond ETF worth $17.7M as of Q1 2023.
Baldrige Asset Management bought 25,541 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $1.93M.
Vanguard Short-Term Corporate Bond ETF made up 7.28% of Baldrige Asset Management's portfolio in Q1 2023, its #2 holding.
Baldrige Asset Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2019 and has held it in 17 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.