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Homrich & Berg’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Homrich & Berg’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
2021
Q2 		– Sell
-2,516
Closed -$208K – 496
2021
Q1 		$208K Sell
2,516
-7,964
-76% -$660K 0.01% 397
2020
Q4 		$872K Buy
10,480
+270
+3% +$22.4K 0.02% 211
2020
Q3 		$846K Buy
10,210
+4,034
+65% +$334K 0.03% 176
2020
Q2 		$511K Buy
6,176
+1,281
+26% +$104K 0.02% 205
2020
Q1 		$387K Sell
4,895
-3,628
-43% -$292K 0.02% 216
2019
Q4 		$691K Sell
8,523
-4,567
-35% -$370K 0.03% 194
2019
Q3 		$1.06M Buy
13,090
+2,536
+24% +$205K 0.05% 147
2019
Q2 		$851K Sell
10,554
-649
-6% -$51.8K 0.05% 165
2019
Q1 		$894K Sell
11,203
-798
-7% -$62.9K 0.05% 151
2018
Q4 		$935K Sell
12,001
-6,153
-34% -$479K 0.06% 130
2018
Q3 		$1.42M Sell
18,154
-218
-1% -$17K 0.09% 95
2018
Q2 		$1.44M Sell
18,372
-79,818
-81% -$6.23M 0.1% 90
2018
Q1 		$7.7M Sell
98,190
-1,173
-1% -$92.3K 0.53% 21
2017
Q4 		$7.88M Buy
+99,363
New +$7.92M 0.54% 21

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Homrich & Berg's VCSH Position: Q2 2021 in Review

Homrich & Berg sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2021, closing a stake of 2,516 shares — an estimated $208K sold.

Homrich & Berg first reported a position in VCSH in Q4 2017 and held it in 14 quarters. The position peaked at $7.88M in Q4 2017. 1,111 funds tracked by Wall St. Rank hold VCSH as of Q2 2021.

  • Homrich & Berg reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Homrich & Berg sold 2,516 Vanguard Short-Term Corporate Bond ETF shares in Q2 2021, an estimated $208K.
  • Homrich & Berg first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
  • Homrich & Berg's Vanguard Short-Term Corporate Bond ETF position peaked at $7.88M in Q4 2017.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2021.

Based on Homrich & Berg's 13F filing for Q2 2021, filed 9 Aug 2021.