Institutional & Family Asset Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Institutional & Family Asset 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 Q2	$1.08K	Hold	14	–	–	﹤0.01%	631
2024 Q1	$1.08K	Hold	14	–	–	﹤0.01%	629
2023 Q4	$1.08K	Hold	14	–	–	﹤0.01%	612
2023 Q3	$1.05K	Hold	14	–	–	﹤0.01%	612
2023 Q2	$1.06K	Hold	14	–	–	﹤0.01%	625
2023 Q1	$1.07K	Hold	14	–	–	﹤0.01%	625
2022 Q4	$1.05K	Hold	14	–	–	﹤0.01%	601
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	682
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	702
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	739
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	768
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	884
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	920
2021 Q1	$1K	Sell	14 -3,447	-100%	-$286K	﹤0.01%	901
2020 Q4	$288K	Buy	3,461 +3,275	+1,761%	+$272K	0.06%	149
2020 Q3	$15K	Sell	186 -6	-3%	-$497	﹤0.01%	438
2020 Q2	$16K	Sell	192 -194	-50%	-$15.8K	﹤0.01%	427
2020 Q1	$31K	Sell	386 -1,237	-76%	-$99.5K	0.01%	311
2019 Q4	$132K	Hold	1,623	–	–	0.03%	206
2019 Q3	$132K	Sell	1,623 -25,622	-94%	-$2.07M	0.03%	193
2019 Q2	$2.2M	Sell	27,245 -10,051	-27%	-$802K	0.48%	73
2019 Q1	$2.98M	Buy	37,296 +199	+0.5%	+$15.7K	0.63%	68
2018 Q4	$2.89M	Sell	37,097 -2,838	-7%	-$221K	0.65%	62
2018 Q3	$3.12M	Buy	39,935 +1,542	+4%	+$121K	0.62%	67
2018 Q2	$3M	Buy	38,393 +7,445	+24%	+$582K	0.62%	67
2018 Q1	$2.43M	Buy	+30,948	New	+$2.44M	0.51%	69

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Institutional & Family Asset Management's VCSH Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q2 2024 at 14 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Institutional & Family Asset Management first reported a position in VCSH in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.12M in Q3 2018. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Institutional & Family Asset Management held 14 shares of Vanguard Short-Term Corporate Bond ETF worth $1.08K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q2 2024.
Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #631 holding.
Institutional & Family Asset Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Vanguard Short-Term Corporate Bond ETF position peaked at $3.12M in Q3 2018.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.