Bell Rock Capital’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bell Rock Capital’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 Q3	$230K	Buy	+3,100	New	+$236K	0.28%	81
2022 Q2	–	Sell	-3,937	Closed	-$305K	–	119
2022 Q1	$305K	Sell	3,937 -155	-4%	-$12.3K	0.28%	76
2021 Q4	$332K	Buy	+4,092	New	+$334K	0.24%	84
2020 Q1	–	Sell	-839	Closed	-$63K	–	294
2019 Q4	$63K	Buy	839 +774	+1,191%	+$62.7K	0.05%	195
2019 Q3	$5K	Sell	65 -27	-29%	-$2.18K	﹤0.01%	319
2019 Q2	$7K	Buy	92 +1	+1%	+$80	0.01%	318
2019 Q1	$7K	Sell	91 -18	-17%	-$1.42K	﹤0.01%	349
2018 Q4	$8K	Sell	109 -18	-14%	-$1.4K	0.01%	361
2018 Q3	$9K	Buy	127 +1	+0.8%	+$78	﹤0.01%	362
2018 Q2	$9K	Sell	126 -736	-85%	-$57.5K	﹤0.01%	380
2018 Q1	$67K	Buy	862 +5	+0.6%	+$394	0.04%	229
2017 Q4	$68K	Buy	857 +67	+8%	+$5.34K	0.04%	218
2017 Q3	$63K	Buy	790 +728	+1,174%	+$58.3K	0.04%	222
2017 Q2	$5K	Hold	62	–	–	﹤0.01%	373
2017 Q1	$5K	Hold	62	–	–	﹤0.01%	322
2016 Q4	$5K	Buy	+62	New	+$4.95K	0.01%	316

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bell Rock Capital's VCSH Position: Q3 2022 in Review

Bell Rock Capital opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022: 3,100 shares worth $230K. The stake represents 0.28% of the portfolio and ranks #81 among its holdings. This is a return to the name: Bell Rock Capital previously reported a position in VCSH as recently as Q1 2022.

Bell Rock Capital first reported a position in VCSH in Q4 2016 and has held it in 16 quarters since. The position peaked at $332K in Q4 2021. 1,235 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Bell Rock Capital held 3,100 shares of Vanguard Short-Term Corporate Bond ETF worth $230K as of Q3 2022.
Vanguard Short-Term Corporate Bond ETF was a new Bell Rock Capital position in Q3 2022.
Vanguard Short-Term Corporate Bond ETF made up 0.28% of Bell Rock Capital's portfolio in Q3 2022, its #81 holding.
Bell Rock Capital first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and has held it in 16 quarters since.
Bell Rock Capital's Vanguard Short-Term Corporate Bond ETF position peaked at $332K in Q4 2021.
1,235 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.