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

Intellectus 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
2021 Q4	–	Sell	-5,225	Closed	-$431K	–	294
2021 Q3	$431K	Sell	5,225 -9,087	-63%	-$751K	0.1%	204
2021 Q2	$1.18M	Buy	14,312 +5,598	+64%	+$463K	0.27%	102
2021 Q1	$719K	Buy	8,714 +6,008	+222%	+$498K	0.2%	146
2020 Q4	$225K	Sell	2,706 -1,614	-37%	-$134K	0.07%	217
2020 Q3	$358K	Buy	+4,320	New	+$358K	0.14%	165
2019 Q2	–	Sell	-1,926	Closed	-$154K	–	390
2019 Q1	$154K	Buy	+1,926	New	+$152K	0.07%	200
2018 Q4	–	Sell	-4,076	Closed	-$319K	–	501
2018 Q3	$319K	Sell	4,076 -500	-11%	-$39.1K	0.11%	190
2018 Q2	$357K	Buy	4,576 +500	+12%	+$39.1K	0.13%	170
2018 Q1	$320K	Buy	4,076 +3,950	+3,135%	+$311K	0.11%	183
2017 Q4	$10K	Sell	126 -374	-75%	-$29.8K	﹤0.01%	486
2017 Q3	$40K	Sell	500 -371	-43%	-$29.7K	0.02%	432
2017 Q2	$70K	Buy	+871	New	+$69.6K	0.03%	324

Other funds holding VCSH

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Intellectus Partners's VCSH Position: Q4 2021 in Review

Intellectus Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 5,225 shares — an estimated $431K sold.

Intellectus Partners first reported a position in VCSH in Q2 2017 and held it in 12 quarters. The position peaked at $1.18M in Q2 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

Intellectus Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Intellectus Partners sold 5,225 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $431K.
Intellectus Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2017 and held it in 12 quarters.
Intellectus Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $1.18M in Q2 2021.
1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Intellectus Partners's 13F filing for Q4 2021, filed 14 Feb 2022.