Evensky & Katz’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Evensky & Katz’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 Q1	–	Sell	-202	Closed	-$15K	–	90
2022 Q4	$15K	Sell	202 -17	-8%	-$1.27K	﹤0.01%	82
2022 Q3	$16K	Sell	219 -1,437	-87%	-$109K	﹤0.01%	79
2022 Q2	$126K	Buy	+1,656	New	+$127K	0.01%	68
2021 Q1	–	Sell	-45	Closed	-$4K	–	80
2020 Q4	$4K	Buy	+45	New	+$3.73K	﹤0.01%	74

Other funds holding VCSH

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Evensky & Katz's VCSH Position: Q1 2023 in Review

Evensky & Katz sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 202 shares — an estimated $15K sold.

Evensky & Katz first reported a position in VCSH in Q4 2020 and held it in 4 quarters. The position peaked at $126K in Q2 2022. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Evensky & Katz reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Evensky & Katz sold 202 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $15K.
Evensky & Katz first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Evensky & Katz's Vanguard Short-Term Corporate Bond ETF position peaked at $126K in Q2 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Evensky & Katz's 13F filing for Q1 2023, filed 20 Apr 2023.