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Financial Advocates Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-3,545
Closed -$277K – 797
2024
Q4 		$277K Sell
3,545
-3
-0.1% -$235 0.02% 616
2024
Q3 		$282K Buy
3,548
+11
+0.3% +$863 0.02% 616
2024
Q2 		$273K Sell
3,537
-396
-10% -$30.5K 0.02% 597
2024
Q1 		$304K Sell
3,933
-1,016
-21% -$78.4K 0.02% 588
2023
Q4 		$383K Sell
4,949
-1,372
-22% -$104K 0.03% 488
2023
Q3 		$475K Sell
6,321
-1,042
-14% -$78.6K 0.03% 425
2023
Q2 		$557K Sell
7,363
-24
-0.3% -$1.82K 0.04% 379
2023
Q1 		$563K Sell
7,387
-7,584
-51% -$574K 0.04% 409
2022
Q4 		$1.13M Buy
14,971
+7,609
+103% +$569K 0.08% 260
2022
Q3 		$906K Sell
7,362
-9,050
-55% -$690K 0.07% 275
2022
Q2 		$1.25M Sell
16,412
-3,407
-17% -$262K 0.1% 228
2022
Q1 		$1.55M Buy
19,819
+11,329
+133% +$901K 0.1% 224
2021
Q4 		$665K Sell
8,490
-29,688
-78% -$2.43M 0.04% 420
2021
Q3 		$3.15M Sell
38,178
-10,370
-21% -$857K 0.21% 119
2021
Q2 		$4.02M Buy
48,548
+40,458
+500% +$3.35M 0.27% 84
2021
Q1 		$667K Sell
8,090
-740
-8% -$61.3K 0.05% 414
2020
Q4 		$735K Sell
8,830
-154
-2% -$12.8K 0.05% 365
2020
Q3 		$744K Buy
8,984
+365
+4% +$30.3K 0.06% 301
2020
Q2 		$712K Buy
8,619
+1,769
+26% +$144K 0.07% 296
2020
Q1 		$542K Sell
6,850
-190
-3% -$15.3K 0.08% 263
2019
Q4 		$570K Buy
7,040
+849
+14% +$68.8K 0.06% 290
2019
Q3 		$502K Sell
6,191
-65
-1% -$5.25K 0.06% 286
2019
Q2 		$505K Buy
6,256
+94
+2% +$7.5K 0.06% 288
2019
Q1 		$492K Buy
6,162
+217
+4% +$17.1K 0.06% 274
2018
Q4 		$463K Buy
5,945
+84
+1% +$6.53K 0.06% 260
2018
Q3 		$458K Sell
5,861
-183
-3% -$14.3K 0.05% 300
2018
Q2 		$471K Buy
6,044
+311
+5% +$24.3K 0.06% 273
2018
Q1 		$449K Buy
5,733
+146
+3% +$11.5K 0.06% 275
2017
Q4 		$442K Buy
+5,587
New +$445K 0.06% 274

Other funds holding VCSH

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Advocates Investment Management's VCSH Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 3,545 shares — an estimated $277K sold.

Financial Advocates Investment Management first reported a position in VCSH in Q4 2017 and held it in 29 quarters. The position peaked at $4.02M in Q2 2021. 1,328 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,545 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $277K.
  • Financial Advocates Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Vanguard Short-Term Corporate Bond ETF position peaked at $4.02M in Q2 2021.
  • 1,328 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.