Family Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Family Capital 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
2023 Q4	–	Sell	-3,985	Closed	-$299K	–	84
2023 Q3	$299K	Hold	3,985	–	–	0.2%	55
2023 Q2	$302K	Hold	3,985	–	–	0.19%	57
2023 Q1	$304K	Sell	3,985 -125	-3%	-$9.47K	0.13%	52
2022 Q4	$309K	Buy	+4,110	New	+$307K	0.2%	51

Other funds holding VCSH

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Family Capital Management's VCSH Position: Q4 2023 in Review

Family Capital Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 3,985 shares — an estimated $299K sold.

Family Capital Management first reported a position in VCSH in Q4 2022 and held it in 4 quarters. The position peaked at $309K in Q4 2022. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Family Capital Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Family Capital Management sold 3,985 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $299K.
Family Capital Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Family Capital Management's Vanguard Short-Term Corporate Bond ETF position peaked at $309K in Q4 2022.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Family Capital Management's 13F filing for Q4 2023, filed 31 Jan 2024.