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

Evercore 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
2021 Q3	–	Sell	-2,446	Closed	-$202K	–	432
2021 Q2	$202K	Buy	+2,446	New	+$202K	﹤0.01%	418
2021 Q1	–	Sell	-2,443	Closed	-$203K	–	443
2020 Q4	$203K	Buy	+2,443	New	+$203K	﹤0.01%	414
2018 Q4	–	Sell	-5,500	Closed	-$430K	–	415
2018 Q3	$430K	Hold	5,500	–	–	0.01%	296
2018 Q2	$430K	Hold	5,500	–	–	0.01%	281
2018 Q1	$431K	Hold	5,500	–	–	0.02%	262
2017 Q4	$436K	Hold	5,500	–	–	0.02%	268
2017 Q3	$441K	Sell	5,500 -56	-1%	-$4.49K	0.02%	270
2017 Q2	$445K	Hold	5,556	–	–	0.02%	270
2017 Q1	$443K	Buy	5,556 +56	+1%	+$4.45K	0.02%	276
2016 Q4	$437K	Hold	5,500	–	–	0.02%	263
2016 Q3	$443K	Hold	5,500	–	–	0.02%	258
2016 Q2	$445K	Sell	5,500 -8,248	-60%	-$662K	0.02%	253
2016 Q1	$1.1M	Buy	13,748 +5,070	+58%	+$401K	0.05%	168
2015 Q4	$685K	Buy	8,678 +3,178	+58%	+$253K	0.03%	218
2015 Q3	$438K	Hold	5,500	–	–	0.02%	270
2015 Q2	$438K	Hold	5,500	–	–	0.02%	292
2015 Q1	$441K	Buy	+5,500	New	+$440K	0.02%	294

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Evercore Wealth Management's VCSH Position: Q3 2021 in Review

Evercore Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2021, closing a stake of 2,446 shares — an estimated $202K sold.

Evercore Wealth Management first reported a position in VCSH in Q1 2015 and held it in 17 quarters. The position peaked at $1.1M in Q1 2016. 1,126 funds tracked by Wall St. Rank hold VCSH as of Q3 2021.

Evercore Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Evercore Wealth Management sold 2,446 Vanguard Short-Term Corporate Bond ETF shares in Q3 2021, an estimated $202K.
Evercore Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2015 and held it in 17 quarters.
Evercore Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $1.1M in Q1 2016.
1,126 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2021.

Based on Evercore Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.