Kays Financial Advisory’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kays Financial Advisory’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 Q3	$39.8M	Buy	479,778 +60,395	+14%	+$5.01M	6.37%	5
2020 Q2	$34.7M	Buy	419,383 +14,601	+4%	+$1.19M	6.03%	5
2020 Q1	$32M	Sell	404,782 -7,050	-2%	-$567K	6.57%	5
2019 Q4	$33.4M	Buy	411,832 +8,825	+2%	+$715K	5.86%	6
2019 Q3	$32.7M	Buy	403,007 +4,871	+1%	+$394K	5.99%	6
2019 Q2	$32.1M	Buy	398,136 +13,157	+3%	+$1.05M	5.88%	6
2019 Q1	$30.7M	Buy	384,979 +17,252	+5%	+$1.36M	5.95%	6
2018 Q4	$28.7M	Sell	367,727 -67,096	-15%	-$5.22M	6.51%	3
2018 Q3	$34M	Buy	434,823 +14,846	+4%	+$1.16M	7.24%	3
2018 Q2	$32.8M	Buy	419,977 +21,343	+5%	+$1.67M	7.19%	3
2018 Q1	$31.3M	Buy	398,634 +26,740	+7%	+$2.1M	7.14%	3
2017 Q4	$29.5M	Buy	371,894 +28,664	+8%	+$2.29M	8.62%	4
2017 Q3	$27.5M	Buy	343,230 +15,320	+5%	+$1.23M	8.77%	4
2017 Q2	$26.2M	Buy	327,910 +20,289	+7%	+$1.62M	8.86%	4
2017 Q1	$24.5M	Buy	307,621 +22,130	+8%	+$1.76M	8.72%	4
2016 Q4	$22.7M	Buy	285,491 +23,166	+9%	+$1.85M	8.82%	4
2016 Q3	$21.1M	Buy	262,325 +14,553	+6%	+$1.17M	8.99%	4
2016 Q2	$20M	Buy	247,772 +10,771	+5%	+$864K	9.01%	4
2016 Q1	$19M	Buy	237,001 +4,950	+2%	+$392K	9.34%	4
2015 Q4	$18.3M	Buy	232,051 +7,267	+3%	+$577K	9.5%	4
2015 Q3	$17.9M	Buy	224,784 +6,289	+3%	+$500K	10.2%	3
2015 Q2	$17.4M	Buy	218,495 +14,519	+7%	+$1.16M	10.06%	3
2015 Q1	$16.4M	Buy	203,976 +9,432	+5%	+$754K	9.65%	3
2014 Q4	$15.5M	Sell	194,544 -936	-0.5%	-$74.9K	10.49%	3
2014 Q3	$15.6M	Sell	195,480 -32,202	-14%	-$2.58M	11.38%	3
2014 Q2	$18.3M	Buy	227,682 +10,953	+5%	+$879K	13.09%	3
2014 Q1	$17.3M	Buy	216,729 +14,710	+7%	+$1.18M	12.5%	4
2013 Q4	$16.1M	Buy	+202,019	New	+$16.2M	12.17%	4

Other funds holding VCSH

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kays Financial Advisory's VCSH Position: Q3 2020 in Review

Kays Financial Advisory increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 14% in Q3 2020, buying an estimated $5.01M and bringing the position to 479,778 shares worth $39.8M. The position accounts for 6.37% of the portfolio, ranked #5.

Kays Financial Advisory first reported a position in VCSH in Q4 2013 and has held it in 28 quarters since. 926 funds tracked by Wall St. Rank hold VCSH as of Q3 2020.

Kays Financial Advisory held 479,778 shares of Vanguard Short-Term Corporate Bond ETF worth $39.8M as of Q3 2020.
Kays Financial Advisory bought 60,395 Vanguard Short-Term Corporate Bond ETF shares in Q3 2020, an estimated $5.01M.
Vanguard Short-Term Corporate Bond ETF made up 6.37% of Kays Financial Advisory's portfolio in Q3 2020, its #5 holding.
Kays Financial Advisory first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and has held it in 28 quarters since.
926 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.