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

Cabot 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
Q4 		– Sell
-3,944
Closed -$296K – 147
2023
Q3 		$296K Sell
3,944
-1,148
-23% -$86.6K 0.05% 124
2023
Q2 		$385K Sell
5,092
-12,614
-71% -$959K 0.06% 120
2023
Q1 		$1.35M Sell
17,706
-61,734
-78% -$4.68M 0.21% 87
2022
Q4 		$5.97M Sell
79,440
-11,469
-13% -$857K 1.01% 39
2022
Q3 		$6.75M Buy
90,909
+10,589
+13% +$807K 1.14% 38
2022
Q2 		$6.13M Buy
80,320
+74,722
+1,335% +$5.74M 0.97% 40
2022
Q1 		$437K Sell
5,598
-128,299
-96% -$10.2M 0.06% 125
2021
Q4 		$10.9M Sell
133,897
-23,021
-15% -$1.88M 1.38% 28
2021
Q3 		$12.9M Buy
156,918
+111,758
+247% +$9.24M 1.74% 20
2021
Q2 		$3.73M Buy
45,160
+40,664
+904% +$3.36M 0.5% 55
2021
Q1 		$371K Sell
4,496
-380
-8% -$31.5K 0.05% 122
2020
Q4 		$406K Sell
4,876
-343
-7% -$28.5K 0.06% 112
2020
Q3 		$432K Sell
5,219
-1,219
-19% -$101K 0.08% 101
2020
Q2 		$532K Sell
6,438
-16,490
-72% -$1.34M 0.11% 92
2020
Q1 		$1.81M Sell
22,928
-5,855
-20% -$471K 0.43% 61
2019
Q4 		$2.33M Sell
28,783
-2,625
-8% -$213K 0.45% 62
2019
Q3 		$2.55M Sell
31,408
-312
-1% -$25.2K 0.54% 60
2019
Q2 		$2.56M Sell
31,720
-376
-1% -$30K 0.54% 60
2019
Q1 		$2.56M Sell
32,096
-993
-3% -$78.3K 0.56% 60
2018
Q4 		$2.58M Sell
33,089
-22,766
-41% -$1.77M 0.63% 56
2018
Q3 		$4.37M Buy
55,855
+42,063
+305% +$3.29M 0.94% 42
2018
Q2 		$1.08M Sell
13,792
-4,887
-26% -$382K 0.24% 78
2018
Q1 		$1.47M Sell
18,679
-14,013
-43% -$1.1M 0.33% 74
2017
Q4 		$2.59M Sell
32,692
-2,793
-8% -$223K 0.56% 60
2017
Q3 		$2.84M Sell
35,485
-3,073
-8% -$246K 0.64% 55
2017
Q2 		$3.09M Sell
38,558
-7,107
-16% -$568K 0.72% 52
2017
Q1 		$3.64M Sell
45,665
-5,709
-11% -$454K 0.9% 43
2016
Q4 		$4.08M Sell
51,374
-8,662
-14% -$691K 1.1% 32
2016
Q3 		$4.84M Sell
60,036
-1,513
-2% -$122K 1.24% 28
2016
Q2 		$4.98M Sell
61,549
-2,562
-4% -$205K 1.31% 27
2016
Q1 		$5.13M Sell
64,111
-3,293
-5% -$261K 1.43% 25
2015
Q4 		$5.32M Sell
67,404
-1,339
-2% -$106K 1.36% 21
2015
Q3 		$5.48M Sell
68,743
-844
-1% -$67.1K 1.51% 17
2015
Q2 		$5.54M Sell
69,587
-245
-0.4% -$19.6K 1.35% 23
2015
Q1 		$5.6M Sell
69,832
-3,173
-4% -$254K 1.36% 20
2014
Q4 		$5.81M Buy
73,005
+5,820
+9% +$465K 1.43% 15
2014
Q3 		$5.37M Sell
67,185
-950
-1% -$76.1K 1.37% 17
2014
Q2 		$5.48M Sell
68,135
-468
-0.7% -$37.5K 1.38% 17
2014
Q1 		$5.49M Sell
68,603
-630
-0.9% -$50.4K 1.44% 13
2013
Q4 		$5.52M Buy
+69,233
New +$5.53M 1.44% 9

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Cabot Wealth Management's VCSH Position: Q4 2023 in Review

Cabot Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 3,944 shares — an estimated $296K sold.

Cabot Wealth Management first reported a position in VCSH in Q4 2013 and held it in 40 quarters. The position peaked at $12.9M in Q3 2021. 1,286 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

  • Cabot Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cabot Wealth Management sold 3,944 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $296K.
  • Cabot Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and held it in 40 quarters.
  • Cabot Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $12.9M in Q3 2021.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Cabot Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.