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Dowling & Yahnke’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Dowling & Yahnke’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 		$46.7M Buy
628,054
+180,714
+40% +$13.8M 2.17% 11
2022
Q2 		$34.1M Buy
447,340
+160,819
+56% +$12.4M 1.6% 15
2022
Q1 		$22.4M Buy
286,521
+186,640
+187% +$14.8M 0.97% 21
2021
Q4 		$8.12M Buy
99,881
+59,349
+146% +$4.85M 0.39% 81
2021
Q3 		$3.34M Buy
40,532
+30,635
+310% +$2.53M 0.18% 133
2021
Q2 		$819K Buy
9,897
+470
+5% +$38.9K 0.05% 224
2021
Q1 		$778K Buy
9,427
+416
+5% +$34.5K 0.05% 221
2020
Q4 		$750K Sell
9,011
-625
-6% -$51.8K 0.05% 218
2020
Q3 		$798K Buy
9,636
+1,961
+26% +$163K 0.06% 202
2020
Q2 		$634K Buy
7,675
+2,733
+55% +$222K 0.05% 217
2020
Q1 		$391K Sell
4,942
-1,400
-22% -$113K 0.04% 236
2019
Q4 		$514K Buy
6,342
+1,084
+21% +$87.8K 0.04% 232
2019
Q3 		$426K Sell
5,258
-269
-5% -$21.7K 0.04% 239
2019
Q2 		$446K Buy
5,527
+1,819
+49% +$145K 0.04% 237
2019
Q1 		$296K Sell
3,708
-32
-0.9% -$2.52K 0.03% 231
2018
Q4 		$291K Buy
3,740
+2
+0.1% +$156 0.03% 216
2018
Q3 		$292K Buy
+3,738
New +$292K 0.03% 252

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dowling & Yahnke's VCSH Position: Q3 2022 in Review

Dowling & Yahnke increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 40% in Q3 2022, buying an estimated $13.8M and bringing the position to 628,054 shares worth $46.7M. The position accounts for 2.17% of the portfolio, ranked #11.

Dowling & Yahnke first reported a position in VCSH in Q3 2018 and has held it in 17 quarters since. 1,234 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

  • Dowling & Yahnke held 628,054 shares of Vanguard Short-Term Corporate Bond ETF worth $46.7M as of Q3 2022.
  • Dowling & Yahnke bought 180,714 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $13.8M.
  • Vanguard Short-Term Corporate Bond ETF made up 2.17% of Dowling & Yahnke's portfolio in Q3 2022, its #11 holding.
  • Dowling & Yahnke first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.