JWM
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Jackson Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Jackson Wealth 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
2020
Q1 		– Sell
-13,043
Closed -$1.06M – 168
2019
Q4 		$1.06M Sell
13,043
-159
-1% -$12.9K 0.18% 105
2019
Q3 		$1.07M Sell
13,202
-11,291
-46% -$912K 0.22% 92
2019
Q2 		$1.97M Sell
24,493
-19,330
-44% -$1.54M 0.43% 63
2019
Q1 		$3.5M Buy
43,823
+2,467
+6% +$194K 0.85% 33
2018
Q4 		$3.23M Sell
41,356
-39,227
-49% -$3.05M 0.97% 30
2018
Q3 		$6.3M Buy
80,583
+3,543
+5% +$277K 1.32% 21
2018
Q2 		$6.02M Buy
77,040
+30
+0% +$2.34K 1.4% 19
2018
Q1 		$6.03M Buy
77,010
+8,195
+12% +$645K 1.68% 18
2017
Q4 		$5.45M Sell
68,815
-10,575
-13% -$843K 1.38% 22
2017
Q3 		$6.35M Buy
79,390
+4,650
+6% +$373K 1.72% 13
2017
Q2 		$5.99M Buy
74,740
+11,568
+18% +$925K 1.9% 12
2017
Q1 		$5.03M Buy
63,172
+8,950
+17% +$712K 1.82% 12
2016
Q4 		$4.31M Buy
54,222
+8,827
+19% +$704K 1.68% 14
2016
Q3 		$3.65M Sell
45,395
-153,712
-77% -$12.4M 1.38% 16
2016
Q2 		$16.1M Sell
199,107
-334,332
-63% -$26.8M 5.99% 4
2016
Q1 		$42.7M Buy
533,439
+15,139
+3% +$1.2M 16.46% 1
2015
Q4 		$41M Buy
518,300
+313
+0.1% +$24.9K 16.2% 1
2015
Q3 		$41.3M Buy
517,987
+17,876
+4% +$1.42M 14.8% 1
2015
Q2 		$39.8M Buy
500,111
+402,187
+411% +$32.2M 13.47% 1
2015
Q1 		$7.85M Sell
97,924
-7,135
-7% -$571K 2.53% 5
2014
Q4 		$8.37M Buy
+105,059
New +$8.4M 2.73% 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
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Jackson Wealth Management's VCSH Position: Q1 2020 in Review

Jackson Wealth Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2020, closing a stake of 13,043 shares — an estimated $1.06M sold.

Jackson Wealth Management first reported a position in VCSH in Q4 2014 and held it in 21 quarters. The position peaked at $42.7M in Q1 2016. 837 funds tracked by Wall St. Rank hold VCSH as of Q1 2020.

  • Jackson Wealth Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 13,043 Vanguard Short-Term Corporate Bond ETF shares in Q1 2020, an estimated $1.06M.
  • Jackson Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2014 and held it in 21 quarters.
  • Jackson Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $42.7M in Q1 2016.
  • 837 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.