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

BerganKDV 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
2023 Q2	$35.7M	Buy	472,379 +1,065	+0.2%	+$80.9K	3.58%	4
2023 Q1	$35.9M	Buy	471,314 +24,348	+5%	+$1.84M	3.7%	3
2022 Q4	$33.6M	Sell	446,966 -3,820	-0.8%	-$285K	3.64%	3
2022 Q3	$33.5M	Buy	450,786 +22,981	+5%	+$1.75M	4.01%	3
2022 Q2	$32.6M	Buy	+427,805	New	+$32.9M	3.74%	3

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BerganKDV Wealth Management's VCSH Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.23% in Q2 2023, buying an estimated $80.9K and bringing the position to 472,379 shares worth $35.7M. The position accounts for 3.58% of the portfolio, ranked #4.

BerganKDV Wealth Management first reported a position in VCSH in Q2 2022 and has held it in 5 quarters since. The position peaked at $35.9M in Q1 2023. 1,225 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

BerganKDV Wealth Management held 472,379 shares of Vanguard Short-Term Corporate Bond ETF worth $35.7M as of Q2 2023.
BerganKDV Wealth Management bought 1,065 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $80.9K.
Vanguard Short-Term Corporate Bond ETF made up 3.58% of BerganKDV Wealth Management's portfolio in Q2 2023, its #4 holding.
BerganKDV Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and has held it in 5 quarters since.
BerganKDV Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $35.9M in Q1 2023.
1,225 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.