Financial Architects (New Jersey)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Financial Architects (New Jersey)’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 Q2	$13M	Buy	171,937 +7,601	+5%	+$578K	1.96%	9
2023 Q1	$12.5M	Buy	164,336 +14,235	+9%	+$1.08M	2.01%	10
2022 Q4	$11.3M	Sell	150,101 -13,263	-8%	-$991K	1.87%	10
2022 Q3	$12.1M	Buy	+163,364	New	+$12.4M	2.12%	9
2022 Q2	–	Sell	-171,676	Closed	-$13.4M	–	282
2022 Q1	$13.4M	Sell	171,676 -4,673	-3%	-$372K	1.92%	10
2021 Q4	$14.3M	Sell	176,349 -27,227	-13%	-$2.22M	1.94%	10
2021 Q3	$16.8M	Buy	203,576 +13,800	+7%	+$1.14M	2.44%	6
2021 Q2	$15.7M	Buy	189,776 +14,765	+8%	+$1.22M	2.26%	8
2021 Q1	$14.4M	Buy	175,011 +23,944	+16%	+$1.98M	2.26%	9
2020 Q4	$12.6M	Buy	151,067 +18,720	+14%	+$1.55M	2.33%	6
2020 Q3	$11M	Buy	132,347 +41,752	+46%	+$3.46M	2.42%	5
2020 Q2	$7.49M	Buy	90,595 +85,104	+1,550%	+$6.92M	1.72%	13
2020 Q1	$434K	Buy	5,491 +4,742	+633%	+$381K	0.12%	138
2019 Q4	$61K	Hold	749	–	–	0.01%	398
2019 Q3	$61K	Hold	749	–	–	0.01%	402
2019 Q2	$60K	Hold	749	–	–	0.01%	475
2019 Q1	$60K	Hold	749	–	–	0.01%	567
2018 Q4	$58K	Hold	749	–	–	0.01%	518
2018 Q3	$59K	Hold	749	–	–	0.01%	582
2018 Q2	$58K	Hold	749	–	–	0.01%	523
2018 Q1	$59K	Hold	749	–	–	0.01%	571
2017 Q4	$59K	Hold	749	–	–	0.01%	628
2017 Q3	$60K	Hold	749	–	–	0.01%	630
2017 Q2	$60K	Hold	749	–	–	0.01%	620
2017 Q1	$60K	Hold	749	–	–	0.01%	607
2016 Q4	$59K	Hold	749	–	–	0.01%	525
2016 Q3	$60K	Hold	749	–	–	0.02%	524
2016 Q2	$61K	Sell	749 -200	-21%	-$16K	0.02%	496
2016 Q1	$76K	Buy	+949	New	+$75.1K	0.03%	336
2015 Q3	–	Sell	-949	Closed	-$76K	–	889
2015 Q2	$76K	Hold	949	–	–	0.03%	359
2015 Q1	$76K	Sell	949 -125	-12%	-$10K	0.03%	329
2014 Q4	$86K	Buy	1,074 +635	+145%	+$50.8K	0.04%	275
2014 Q3	$35K	Buy	439 +35	+9%	+$2.8K	0.02%	369
2014 Q2	$32K	Buy	+404	New	+$32.4K	0.02%	397

Other funds holding VCSH

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Architects (New Jersey)'s VCSH Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.6% in Q2 2023, buying an estimated $578K and bringing the position to 171,937 shares worth $13M. The position accounts for 1.96% of the portfolio, ranked #9.

Financial Architects (New Jersey) first reported a position in VCSH in Q2 2014 and has held it in 34 quarters since. The position peaked at $16.8M in Q3 2021. 1,226 funds tracked by Wall St. Rank hold VCSH as of Q2 2023.

Financial Architects (New Jersey) held 171,937 shares of Vanguard Short-Term Corporate Bond ETF worth $13M as of Q2 2023.
Financial Architects (New Jersey) bought 7,601 Vanguard Short-Term Corporate Bond ETF shares in Q2 2023, an estimated $578K.
Vanguard Short-Term Corporate Bond ETF made up 1.96% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #9 holding.
Financial Architects (New Jersey) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2014 and has held it in 34 quarters since.
Financial Architects (New Jersey)'s Vanguard Short-Term Corporate Bond ETF position peaked at $16.8M in Q3 2021.
1,226 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.