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Klingman & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Klingman & Associates’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
Q1 		– Sell
-7,049
Closed -$530K – 208
2022
Q4 		$530K Hold
7,049
– – 0.05% 112
2022
Q3 		$524K Buy
+7,049
New +$537K 0.05% 104

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates's VCSH Position: Q1 2023 in Review

Klingman & Associates sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 7,049 shares — an estimated $530K sold.

Klingman & Associates first reported a position in VCSH in Q3 2022 and held it in 2 quarters. The position peaked at $530K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

  • Klingman & Associates reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Klingman & Associates sold 7,049 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $530K.
  • Klingman & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Klingman & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $530K in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Klingman & Associates's 13F filing for Q1 2023, filed 3 May 2023.