BTR Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

BTR Capital 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
2022 Q3	$6.66M	Sell	89,647 -6,643	-7%	-$506K	1.04%	32
2022 Q2	$7.34M	Sell	96,290 -15,491	-14%	-$1.19M	1.05%	32
2022 Q1	$8.73M	Sell	111,781 -60,545	-35%	-$4.82M	1.07%	31
2021 Q4	$14M	Sell	172,326 -82,293	-32%	-$6.72M	1.58%	26
2021 Q3	$21M	Buy	254,619 +6,859	+3%	+$567K	2.6%	11
2021 Q2	$20.5M	Buy	+247,760	New	+$20.5M	2.56%	11

Other funds holding VCSH

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

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

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

BTR Capital Management's VCSH Position: Q3 2022 in Review

BTR Capital Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 6.9% in Q3 2022, selling an estimated $506K and leaving 89,647 shares worth $6.66M. The position accounts for 1.04% of the portfolio, ranked #32.

BTR Capital Management first reported a position in VCSH in Q2 2021 and has held it in 6 quarters since. The position peaked at $21M in Q3 2021. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

BTR Capital Management held 89,647 shares of Vanguard Short-Term Corporate Bond ETF worth $6.66M as of Q3 2022.
BTR Capital Management sold 6,643 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $506K.
Vanguard Short-Term Corporate Bond ETF made up 1.04% of BTR Capital Management's portfolio in Q3 2022, its #32 holding.
BTR Capital Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2021 and has held it in 6 quarters since.
BTR Capital Management's Vanguard Short-Term Corporate Bond ETF position peaked at $21M in Q3 2021.
1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.