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Bridgeworth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bridgeworth’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
Q4 		$240K Buy
+3,102
New +$235K 0.02% 157
2023
Q1 		– Sell
-4,332
Closed -$326K – 170
2022
Q4 		$326K Sell
4,332
-623
-13% -$46.6K 0.05% 116
2022
Q3 		$368K Sell
4,955
-21
-0.4% -$1.6K 0.09% 98
2022
Q2 		$379K Sell
4,976
-844
-15% -$64.9K 0.09% 97
2022
Q1 		$454K Sell
5,820
-442
-7% -$35.2K 0.1% 87
2021
Q4 		$509K Buy
6,262
+3,261
+109% +$266K 0.11% 82
2021
Q3 		$247K Sell
3,001
-57
-2% -$4.71K 0.07% 117
2021
Q2 		$253K Sell
3,058
-90
-3% -$7.44K 0.07% 113
2021
Q1 		$260K Sell
3,148
-121
-4% -$10K 0.08% 105
2020
Q4 		$272K Buy
3,269
+22
+0.7% +$1.82K 0.09% 96
2020
Q3 		$269K Sell
3,247
-161
-5% -$13.3K 0.1% 100
2020
Q2 		$282K Sell
3,408
-122
-3% -$9.92K 0.11% 97
2020
Q1 		$279K Sell
3,530
-2,103
-37% -$169K 0.13% 91
2019
Q4 		$456K Sell
5,633
-674
-11% -$54.6K 0.17% 72
2019
Q3 		$511K Buy
6,307
+865
+16% +$69.9K 0.2% 60
2019
Q2 		$439K Sell
5,442
-907
-14% -$72.4K 0.17% 74
2019
Q1 		$506K Sell
6,349
-1,228
-16% -$96.8K 0.2% 65
2018
Q4 		$381K Sell
7,577
-1,713
-18% -$133K 0.22% 67
2018
Q3 		$524K Buy
9,290
+146
+2% +$11.4K 0.29% 52
2018
Q2 		$714K Sell
9,144
-953
-9% -$74.4K 0.31% 49
2018
Q1 		$791K Buy
10,097
+4,817
+91% +$379K 0.36% 46
2017
Q4 		$418K Buy
+5,280
New +$421K 0.36% 45
2017
Q3 		– Sell
-10,467
Closed -$841K – 127
2017
Q2 		$841K Sell
10,467
-604
-5% -$48.3K 0.43% 44
2017
Q1 		$884K Buy
11,071
+2,171
+24% +$173K 0.47% 41
2016
Q4 		$707K Buy
+8,900
New +$710K 0.39% 48

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Bridgeworth's VCSH Position: Q4 2023 in Review

Bridgeworth opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023: 3,102 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #157 among its holdings. This is a return to the name: Bridgeworth previously reported a position in VCSH as recently as Q4 2022.

Bridgeworth first reported a position in VCSH in Q4 2016 and has held it in 25 quarters since. The position peaked at $884K in Q1 2017. 1,289 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

  • Bridgeworth held 3,102 shares of Vanguard Short-Term Corporate Bond ETF worth $240K as of Q4 2023.
  • Vanguard Short-Term Corporate Bond ETF was a new Bridgeworth position in Q4 2023.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of Bridgeworth's portfolio in Q4 2023, its #157 holding.
  • Bridgeworth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • Bridgeworth's Vanguard Short-Term Corporate Bond ETF position peaked at $884K in Q1 2017.
  • 1,289 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.