GWM
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Gray Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Gray Wealth 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
2024
Q4 		$5.58M Buy
71,521
+10,644
+17% +$835K 2.12% 12
2024
Q3 		$4.83M Buy
60,877
+3,990
+7% +$313K 1.91% 14
2024
Q2 		$4.4M Buy
56,887
+6,216
+12% +$478K 1.9% 14
2024
Q1 		$3.92M Buy
50,671
+609
+1% +$47K 1.75% 15
2023
Q4 		$3.87M Sell
50,062
-3,263
-6% -$247K 1.89% 14
2023
Q3 		$4.01M Sell
53,325
-2,665
-5% -$201K 2.05% 14
2023
Q2 		$4.24M Sell
55,990
-7,075
-11% -$538K 2.13% 12
2023
Q1 		$4.81M Sell
63,065
-3,125
-5% -$237K 2.62% 10
2022
Q4 		$4.98M Sell
66,190
-3,263
-5% -$244K 2.88% 9
2022
Q3 		$5.16M Sell
69,453
-7,988
-10% -$609K 3.29% 9
2022
Q2 		$5.91M Sell
77,441
-3,126
-4% -$240K 3.58% 8
2022
Q1 		$6.29M Sell
80,567
-6,375
-7% -$507K 3.24% 8
2021
Q4 		$7.07M Buy
86,942
+603
+0.7% +$49.3K 3.52% 8
2021
Q3 		$7.12M Buy
86,339
+580
+0.7% +$47.9K 3.98% 6
2021
Q2 		$7.09M Sell
85,759
-6,053
-7% -$500K 4.08% 5
2021
Q1 		$7.58M Sell
91,812
-992
-1% -$82.2K 4.8% 5
2020
Q4 		$7.71M Buy
92,804
+3,895
+4% +$323K 5.26% 5
2020
Q3 		$7.36M Sell
88,909
-261
-0.3% -$21.6K 5.76% 4
2020
Q2 		$7.37M Buy
89,170
+14,517
+19% +$1.18M 6.36% 4
2020
Q1 		$5.92M Buy
+74,653
New +$6M 6.49% 3

Other funds holding VCSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gray Wealth Management's VCSH Position: Q4 2024 in Review

Gray Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 17% in Q4 2024, buying an estimated $835K and bringing the position to 71,521 shares worth $5.58M. The position accounts for 2.12% of the portfolio, ranked #12.

Gray Wealth Management first reported a position in VCSH in Q1 2020 and has held it in 20 quarters since. The position peaked at $7.71M in Q4 2020. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • Gray Wealth Management held 71,521 shares of Vanguard Short-Term Corporate Bond ETF worth $5.58M as of Q4 2024.
  • Gray Wealth Management bought 10,644 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $835K.
  • Vanguard Short-Term Corporate Bond ETF made up 2.12% of Gray Wealth Management's portfolio in Q4 2024, its #12 holding.
  • Gray Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $7.71M in Q4 2020.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.