Benchmark Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Benchmark Investment Advisors’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	–	Sell	-3,521	Closed	-$265K	–	97
2022 Q4	$265K	Sell	3,521 -613	-15%	-$45.8K	0.28%	85
2022 Q3	$307K	Buy	4,134 +8	+0.2%	+$610	0.33%	75
2022 Q2	$315K	Sell	4,126 -561	-12%	-$43.1K	0.33%	80
2022 Q1	$366K	Sell	4,687 -162	-3%	-$12.9K	0.28%	91
2021 Q4	$394K	Buy	+4,849	New	+$396K	0.32%	77

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

Benchmark Investment Advisors's VCSH Position: Q1 2023 in Review

Benchmark Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 3,521 shares — an estimated $265K sold.

Benchmark Investment Advisors first reported a position in VCSH in Q4 2021 and held it in 5 quarters. The position peaked at $394K in Q4 2021. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Benchmark Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Benchmark Investment Advisors sold 3,521 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $265K.
Benchmark Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Benchmark Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $394K in Q4 2021.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Benchmark Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.