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Financial Advisory Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Financial Advisory Group’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
2013
Q4 		– Sell
-3,900
Closed -$310K – 53
2013
Q3 		$310K Sell
3,900
-2,500
-39% -$198K 0.19% 35
2013
Q2 		$506K Buy
+6,400
New +$513K 0.32% 22

Other funds holding VCSH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Financial Advisory Group's VCSH Position: Q4 2013 in Review

Financial Advisory Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2013, closing a stake of 3,900 shares — an estimated $310K sold.

Financial Advisory Group first reported a position in VCSH in Q2 2013 and held it in 2 quarters. The position peaked at $506K in Q2 2013. 252 funds tracked by Wall St. Rank hold VCSH as of Q4 2013.

  • Financial Advisory Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Financial Advisory Group sold 3,900 Vanguard Short-Term Corporate Bond ETF shares in Q4 2013, an estimated $310K.
  • Financial Advisory Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Financial Advisory Group's Vanguard Short-Term Corporate Bond ETF position peaked at $506K in Q2 2013.
  • 252 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2013.

Based on Financial Advisory Group's 13F filing for Q4 2013, filed 18 Feb 2014.