Jacobsen Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Jacobsen Capital 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	–	Sell	-3,235	Closed	-$250K	–	101
2024 Q1	$250K	Sell	3,235 -15,831	-83%	-$1.22M	0.12%	71
2023 Q4	$1.48M	Sell	19,066 -10,461	-35%	-$792K	0.75%	14
2023 Q3	$2.22M	Buy	29,527 +3,602	+14%	+$272K	1.2%	15
2023 Q2	$1.96M	Buy	25,925 +961	+4%	+$73K	1.01%	15
2023 Q1	$1.9M	Buy	+24,964	New	+$1.89M	1.02%	16

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jacobsen Capital Management's VCSH Position: Q2 2024 in Review

Jacobsen Capital Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 3,235 shares — an estimated $250K sold.

Jacobsen Capital Management first reported a position in VCSH in Q1 2023 and held it in 5 quarters. The position peaked at $2.22M in Q3 2023. 1,242 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Jacobsen Capital Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Jacobsen Capital Management sold 3,235 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $250K.
Jacobsen Capital Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Jacobsen Capital Management's Vanguard Short-Term Corporate Bond ETF position peaked at $2.22M in Q3 2023.
1,242 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Jacobsen Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.