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IronBridge Private Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

IronBridge Private Wealth’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
2023
Q4 		– Sell
-135,314
Closed -$10.2M – 52
2023
Q3 		$10.2M Buy
135,314
+23,503
+21% +$1.77M 5.51% 5
2023
Q2 		$8.46M Buy
+111,811
New +$8.5M 4.75% 6

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

IronBridge Private Wealth's VCSH Position: Q4 2023 in Review

IronBridge Private Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2023, closing a stake of 135,314 shares — an estimated $10.2M sold.

IronBridge Private Wealth first reported a position in VCSH in Q2 2023 and held it in 2 quarters. The position peaked at $10.2M in Q3 2023. 1,285 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

  • IronBridge Private Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • IronBridge Private Wealth sold 135,314 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $10.2M.
  • IronBridge Private Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • IronBridge Private Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $10.2M in Q3 2023.
  • 1,285 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on IronBridge Private Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.