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

Executive 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
2024
Q4 		$20.8M Buy
266,966
+6,855
+3% +$538K 1.63% 15
2024
Q3 		$20.7M Buy
260,111
+5,076
+2% +$398K 1.62% 15
2024
Q2 		$19.7M Buy
255,035
+10,277
+4% +$791K 3.61% 8
2024
Q1 		$18.8M Buy
244,758
+20,390
+9% +$1.57M 1.65% 15
2023
Q4 		$17.4M Sell
224,368
-5,746
-2% -$435K 1.63% 14
2023
Q3 		$17.3M Sell
230,114
-7,165
-3% -$541K 1.79% 12
2023
Q2 		$18M Sell
237,279
-5,273
-2% -$401K 1.86% 12
2023
Q1 		$18.5M Buy
242,552
+2,969
+1% +$225K 2.05% 10
2022
Q4 		$18M Buy
239,583
+217,935
+1,007% +$16.3M 2.21% 11
2022
Q3 		$21.6K Sell
21,648
-326,623
-94% -$24.9M 3.02% 8
2022
Q2 		$26.6M Buy
348,271
+33,414
+11% +$2.57M 3.57% 6
2022
Q1 		$24.6M Sell
314,857
-21,253
-6% -$1.69M 2.67% 8
2021
Q4 		$27.3M Sell
336,110
-39,269
-10% -$3.21M 2.72% 6
2021
Q3 		$30.9M Buy
375,379
+10,696
+3% +$884K 3.41% 4
2021
Q2 		$30.2M Sell
364,683
-29,098
-7% -$2.41M 3.31% 4
2021
Q1 		$32.5M Buy
393,781
+9,028
+2% +$748K 3.81% 3
2020
Q4 		$32M Sell
384,753
-5,347
-1% -$444K 3.94% 5
2020
Q3 		$32.3M Sell
390,100
-314,327
-45% -$26.1M 4.47% 5
2020
Q2 		$58.2M Buy
704,427
+27,321
+4% +$2.22M 8.75% 2
2020
Q1 		$53.6M Buy
+677,106
New +$54.4M 9.52% 2
2019
Q3 		– Sell
-100
Closed -$8K – 760
2019
Q2 		$8K Sell
100
-33
-25% -$2.63K ﹤0.01% 662
2019
Q1 		$11K Buy
133
+15
+13% +$1.18K ﹤0.01% 539
2018
Q4 		$9K Buy
+118
New +$9.18K ﹤0.01% 590

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $4.81B AUM 4.62% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Executive Wealth Management's VCSH Position: Q4 2024 in Review

Executive Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.6% in Q4 2024, buying an estimated $538K and bringing the position to 266,966 shares worth $20.8M. The position accounts for 1.63% of the portfolio, ranked #15.

Executive Wealth Management first reported a position in VCSH in Q4 2018 and has held it in 23 quarters since. The position peaked at $58.2M in Q2 2020. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Executive Wealth Management held 266,966 shares of Vanguard Short-Term Corporate Bond ETF worth $20.8M as of Q4 2024.
  • Executive Wealth Management bought 6,855 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $538K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.63% of Executive Wealth Management's portfolio in Q4 2024, its #15 holding.
  • Executive Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Executive Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $58.2M in Q2 2020.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.