Girard Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Girard Partners’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	-2,774	Closed	-$208K	–	252
2023 Q3	$208K	Sell	2,774 -220	-7%	-$16.6K	0.02%	236
2023 Q2	$227K	Sell	2,994 -808	-21%	-$61.4K	0.02%	238
2023 Q1	$290K	Sell	3,802 -392	-9%	-$29.7K	0.03%	216
2022 Q4	$315K	Sell	4,194 -424	-9%	-$31.7K	0.04%	215
2022 Q3	$343K	Sell	4,618 -665	-13%	-$50.7K	0.05%	191
2022 Q2	$402K	Sell	5,283 -344	-6%	-$26.4K	0.05%	172
2022 Q1	$439K	Sell	5,627 -1,190	-17%	-$94.6K	0.05%	176
2021 Q4	$553K	Sell	6,817 -1,171	-15%	-$95.7K	0.06%	157
2021 Q3	$658K	Sell	7,988 -1,600	-17%	-$132K	0.08%	146
2021 Q2	$793K	Sell	9,588 -1,387	-13%	-$115K	0.1%	133
2021 Q1	$905K	Sell	10,975 -2,657	-19%	-$220K	0.13%	112
2020 Q4	$1.13M	Sell	13,632 -10,348	-43%	-$858K	0.17%	103
2020 Q3	$1.99M	Sell	23,980 -1,357	-5%	-$112K	0.33%	79
2020 Q2	$2.09M	Sell	25,337 -3,609	-12%	-$294K	0.38%	72
2020 Q1	$2.29M	Sell	28,946 -37,137	-56%	-$2.99M	0.46%	66
2019 Q4	$5.35M	Buy	66,083 +3,786	+6%	+$307K	0.89%	37
2019 Q3	$5.05M	Buy	62,297 +4,729	+8%	+$382K	0.94%	36
2019 Q2	$4.64M	Buy	57,568 +4,596	+9%	+$367K	0.82%	39
2019 Q1	$4.22M	Buy	52,972 +2,164	+4%	+$171K	0.79%	38
2018 Q4	$3.96M	Buy	50,808 +1,418	+3%	+$110K	0.83%	37
2018 Q3	$3.86M	Sell	49,390 -403	-0.8%	-$31.5K	0.68%	41
2018 Q2	$3.89M	Sell	49,793 -5,385	-10%	-$421K	0.73%	42
2018 Q1	$4.33M	Buy	55,178 +878	+2%	+$69.1K	1.01%	26
2017 Q4	$4.31M	Buy	54,300 +7,001	+15%	+$558K	0.83%	35
2017 Q3	$3.79M	Buy	47,299 +3,656	+8%	+$293K	0.78%	40
2017 Q2	$3.49M	Sell	43,643 -13,612	-24%	-$1.09M	0.76%	44
2017 Q1	$4.57M	Buy	57,255 +11,052	+24%	+$879K	1.1%	24
2016 Q4	$3.67M	Buy	46,203 +11,155	+32%	+$890K	1.06%	25
2016 Q3	$2.82M	Buy	35,048 +16,961	+94%	+$1.37M	0.94%	35
2016 Q2	$1.46M	Buy	18,087 +9,033	+100%	+$725K	0.56%	59
2016 Q1	$725K	Buy	9,054 +4,464	+97%	+$353K	0.32%	89
2015 Q4	$363K	Buy	+4,590	New	+$365K	0.18%	128

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

Girard Partners's VCSH Position: Q4 2023 in Review

Girard Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 2,774 shares — an estimated $208K sold.

Girard Partners first reported a position in VCSH in Q4 2015 and held it in 32 quarters. The position peaked at $5.35M in Q4 2019. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

Girard Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Girard Partners sold 2,774 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $208K.
Girard Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 32 quarters.
Girard Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $5.35M in Q4 2019.
1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Girard Partners's 13F filing for Q4 2023, filed 9 Feb 2024.