Baron Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Baron Financial Group’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	–	Sell	-495	Closed	-$38.7K	–	218
2022 Q1	$38.7K	Buy	495 +345	+230%	+$27.4K	0.02%	103
2021 Q4	$12.2K	Hold	150	–	–	0.01%	160
2021 Q3	$12.4K	Hold	150	–	–	0.01%	161
2021 Q2	$12.4K	Sell	150 -150	-50%	-$12.4K	0.01%	164
2021 Q1	$24.8K	Hold	300	–	–	0.02%	129
2020 Q4	$25K	Sell	300 -500	-63%	-$41.5K	0.02%	125
2020 Q3	$66.3K	Buy	+800	New	+$66.3K	0.06%	73

Other funds holding VCSH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Baron Financial Group's VCSH Position: Q2 2022 in Review

Baron Financial Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2022, closing a stake of 495 shares — an estimated $38.7K sold.

Baron Financial Group first reported a position in VCSH in Q3 2020 and held it in 7 quarters. The position peaked at $66.3K in Q3 2020. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q2 2022.

Baron Financial Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Baron Financial Group sold 495 Vanguard Short-Term Corporate Bond ETF shares in Q2 2022, an estimated $38.7K.
Baron Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2020 and held it in 7 quarters.
Baron Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $66.3K in Q3 2020.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2022.

Based on Baron Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.