HFS
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Heritage Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Heritage Financial 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
2022
Q4 		– Sell
-26,526
Closed -$1.97M – 78
2022
Q3 		$1.97M Buy
26,526
+765
+3% +$58.3K 1.2% 10
2022
Q2 		$1.96M Buy
25,761
+2,909
+13% +$224K 1.09% 9
2022
Q1 		$1.78M Buy
22,852
+963
+4% +$76.6K 1.17% 13
2021
Q4 		$1.78M Buy
+21,889
New +$1.79M 1.39% 13

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Heritage Financial Services's VCSH Position: Q4 2022 in Review

Heritage Financial Services sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2022, closing a stake of 26,526 shares — an estimated $1.97M sold.

Heritage Financial Services first reported a position in VCSH in Q4 2021 and held it in 4 quarters. The position peaked at $1.97M in Q3 2022. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

  • Heritage Financial Services reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Financial Services sold 26,526 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $1.97M.
  • Heritage Financial Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Heritage Financial Services's Vanguard Short-Term Corporate Bond ETF position peaked at $1.97M in Q3 2022.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Heritage Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.