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Capstone Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Capstone Financial Group’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
2020
Q3 		$1.31M Buy
15,883
+668
+4% +$55.4K 1.02% 33
2020
Q2 		$1.26M Buy
15,215
+2,460
+19% +$200K 1.03% 33
2020
Q1 		$1.01M Buy
12,755
+10,005
+364% +$805K 1.04% 33
2019
Q4 		$223K Buy
+2,750
New +$223K 0.21% 72

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capstone Financial Group's VCSH Position: Q3 2020 in Review

Capstone Financial Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.4% in Q3 2020, buying an estimated $55.4K and bringing the position to 15,883 shares worth $1.31M. The position accounts for 1.02% of the portfolio, ranked #33.

Capstone Financial Group first reported a position in VCSH in Q4 2019 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold VCSH as of Q3 2020.

  • Capstone Financial Group held 15,883 shares of Vanguard Short-Term Corporate Bond ETF worth $1.31M as of Q3 2020.
  • Capstone Financial Group bought 668 Vanguard Short-Term Corporate Bond ETF shares in Q3 2020, an estimated $55.4K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.02% of Capstone Financial Group's portfolio in Q3 2020, its #33 holding.
  • Capstone Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.