FPIS
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Financial Planning & Information Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Financial Planning & Information Services’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
Q3 		$3.96M Sell
49,911
-14,603
-23% -$1.15M 0.55% 31
2024
Q2 		$4.99M Sell
64,514
-5,444
-8% -$419K 0.76% 28
2024
Q1 		$5.41M Sell
69,958
-726
-1% -$56K 0.81% 27
2023
Q4 		$5.47M Sell
70,684
-5,390
-7% -$408K 0.86% 27
2023
Q3 		$5.72M Sell
76,074
-2,448
-3% -$185K 1.06% 22
2023
Q2 		$5.94M Sell
78,522
-9,518
-11% -$723K 1.1% 22
2023
Q1 		$6.71M Sell
88,040
-5,725
-6% -$434K 1.3% 21
2022
Q4 		$7.05M Sell
93,765
-6,335
-6% -$473K 1.49% 18
2022
Q3 		$7.43M Sell
100,100
-5,279
-5% -$402K 1.8% 17
2022
Q2 		$8.04M Sell
105,379
-24,404
-19% -$1.88M 1.96% 16
2022
Q1 		$10.1M Sell
129,783
-1,226
-0.9% -$97.5K 2.26% 15
2021
Q4 		$10.6M Sell
131,009
-6,045
-4% -$494K 2.62% 11
2021
Q3 		$11.3M Sell
137,054
-53,841
-28% -$4.45M 3.07% 10
2021
Q2 		$15.8M Buy
190,895
+5,788
+3% +$479K 4.63% 8
2021
Q1 		$15.3M Buy
185,107
+6,073
+3% +$503K 4.68% 8
2020
Q4 		$14.9M Buy
179,034
+12,848
+8% +$1.07M 5.02% 7
2020
Q3 		$13.8M Buy
166,186
+4,957
+3% +$411K 5.36% 6
2020
Q2 		$13.3M Sell
161,229
-20,373
-11% -$1.66M 5.59% 6
2020
Q1 		$14.4M Buy
181,602
+3,022
+2% +$243K 7.47% 5
2019
Q4 		$14.5M Buy
178,580
+1,586
+0.9% +$128K 5.75% 6
2019
Q3 		$14.3M Sell
176,994
-8,736
-5% -$706K 6.07% 6
2019
Q2 		$15M Sell
185,730
-16,267
-8% -$1.3M 6.49% 6
2019
Q1 		$16.1M Sell
201,997
-57,651
-22% -$4.54M 7.17% 5
2018
Q4 		$20.2M Sell
259,648
-118,416
-31% -$9.21M 10.01% 1
2018
Q3 		$29.5M Sell
378,064
-17,466
-4% -$1.37M 11.42% 1
2018
Q2 		$30.9M Sell
395,530
-14,660
-4% -$1.15M 11.54% 1
2018
Q1 		$32.2M Buy
410,190
+8,290
+2% +$652K 11.28% 2
2017
Q4 		$31.9M Buy
401,900
+32,495
+9% +$2.59M 10.82% 2
2017
Q3 		$29.6M Buy
369,405
+18,019
+5% +$1.44M 10.44% 2
2017
Q2 		$28.1M Buy
351,386
+2,627
+0.8% +$210K 10.12% 3
2017
Q1 		$27.8M Buy
348,759
+17,013
+5% +$1.35M 10.24% 3
2016
Q4 		$26.3M Buy
331,746
+26,059
+9% +$2.08M 10.22% 2
2016
Q3 		$24.6M Buy
305,687
+24,266
+9% +$1.96M 10.13% 3
2016
Q2 		$22.8M Buy
281,421
+27,327
+11% +$2.19M 10.43% 2
2016
Q1 		$20.3M Buy
254,094
+13,124
+5% +$1.04M 10.44% 2
2015
Q4 		$19M Buy
240,970
+55,222
+30% +$4.39M 10.87% 2
2015
Q3 		$14.8M Buy
185,748
+72,392
+64% +$5.75M 9.31% 3
2015
Q2 		$9.02M Buy
+113,356
New +$9.06M 5.4% 6

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
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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Planning & Information Services's VCSH Position: Q3 2024 in Review

Financial Planning & Information Services reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 23% in Q3 2024, selling an estimated $1.15M and leaving 49,911 shares worth $3.96M. The position accounts for 0.55% of the portfolio, ranked #31.

Financial Planning & Information Services first reported a position in VCSH in Q2 2015 and has held it in 38 quarters since. The position peaked at $32.2M in Q1 2018. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Financial Planning & Information Services held 49,911 shares of Vanguard Short-Term Corporate Bond ETF worth $3.96M as of Q3 2024.
  • Financial Planning & Information Services sold 14,603 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $1.15M.
  • Vanguard Short-Term Corporate Bond ETF made up 0.55% of Financial Planning & Information Services's portfolio in Q3 2024, its #31 holding.
  • Financial Planning & Information Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2015 and has held it in 38 quarters since.
  • Financial Planning & Information Services's Vanguard Short-Term Corporate Bond ETF position peaked at $32.2M in Q1 2018.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.