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Buckingham Strategic Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$310K Sell
4,010
-282
-7% -$21.7K ﹤0.01% 592
2024
Q1 		$332K Buy
+4,292
New +$331K ﹤0.01% 565
2023
Q4 		– Sell
-5,508
Closed -$414K – 747
2023
Q3 		$414K Sell
5,508
-5,763
-51% -$435K 0.01% 460
2023
Q2 		$853K Buy
11,271
+6,872
+156% +$522K 0.01% 317
2023
Q1 		$331K Hold
4,399
– – 0.01% 465
2022
Q4 		$331K Sell
4,399
-1,050
-19% -$78.5K 0.01% 467
2022
Q3 		$405K Sell
5,449
-14,891
-73% -$1.13M 0.01% 410
2022
Q2 		$1.55M Buy
20,340
+6,082
+43% +$467K 0.03% 204
2022
Q1 		$1.11M Buy
14,258
+2,991
+27% +$238K 0.02% 245
2021
Q4 		$916K Sell
11,267
-2,713
-19% -$222K 0.02% 265
2021
Q3 		$1.15M Buy
13,980
+1,807
+15% +$149K 0.02% 239
2021
Q2 		$1.01M Sell
12,173
-1,632
-12% -$135K 0.02% 253
2021
Q1 		$1.14M Buy
13,805
+1,602
+13% +$133K 0.06% 220
2020
Q4 		$1.02M Buy
12,203
+5,676
+87% +$471K 0.05% 219
2020
Q3 		$541K Sell
6,527
-1,232
-16% -$102K 0.04% 250
2020
Q2 		$641K Buy
+7,759
New +$631K 0.06% 191
2019
Q2 		– Sell
-3,078
Closed -$246K – 466
2019
Q1 		$246K Buy
+3,078
New +$243K 0.03% 347
2018
Q4 		– Sell
-16,702
Closed -$1.3M – 385
2018
Q3 		$1.3M Sell
16,702
-1,939
-10% -$152K 0.2% 101
2018
Q2 		$1.46M Buy
+18,641
New +$1.46M 0.24% 97
2017
Q4 		– Sell
-4,575
Closed -$367K – 327
2017
Q3 		$367K Sell
4,575
-546
-11% -$43.8K 0.09% 191
2017
Q2 		$410K Sell
5,121
-308
-6% -$24.6K 0.1% 177
2017
Q1 		$433K Sell
5,429
-480
-8% -$38.2K 0.13% 154
2016
Q4 		$469K Sell
5,909
-384
-6% -$30.6K 0.15% 122
2016
Q3 		$507K Sell
6,293
-789
-11% -$63.6K 0.17% 110
2016
Q2 		$573K Sell
7,082
-352
-5% -$28.2K 0.19% 107
2016
Q1 		$595K Buy
+7,434
New +$588K 0.2% 94
2015
Q2 		– Sell
-8,425
Closed -$676K – 237
2015
Q1 		$676K Buy
+8,425
New +$674K 0.25% 73

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Buckingham Strategic Wealth's VCSH Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 6.6% in Q2 2024, selling an estimated $21.7K and leaving 4,010 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Buckingham Strategic Wealth first reported a position in VCSH in Q1 2015 and has held it in 27 quarters since. The position peaked at $1.55M in Q2 2022. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • Buckingham Strategic Wealth held 4,010 shares of Vanguard Short-Term Corporate Bond ETF worth $310K as of Q2 2024.
  • Buckingham Strategic Wealth sold 282 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $21.7K.
  • Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #592 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2015 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $1.55M in Q2 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.