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KMS Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

KMS Financial Services’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
2014
Q3 		$1.26M Buy
15,836
+850
+6% +$68.1K 0.18% 130
2014
Q2 		$1.2M Buy
14,986
+7,891
+111% +$633K 0.17% 135
2014
Q1 		$567K Buy
7,095
+1,069
+18% +$85.5K 0.09% 235
2013
Q4 		$481K Buy
6,026
+658
+12% +$52.6K 0.08% 275
2013
Q3 		$427K Sell
5,368
-229
-4% -$18.2K 0.1% 222
2013
Q2 		$443K Buy
+5,597
New +$449K 0.12% 201

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KMS Financial Services's VCSH Position: Q3 2014 in Review

KMS Financial Services increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 5.7% in Q3 2014, buying an estimated $68.1K and bringing the position to 15,836 shares worth $1.26M. The position accounts for 0.18% of the portfolio, ranked #130.

KMS Financial Services first reported a position in VCSH in Q2 2013 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold VCSH as of Q3 2014.

  • KMS Financial Services held 15,836 shares of Vanguard Short-Term Corporate Bond ETF worth $1.26M as of Q3 2014.
  • KMS Financial Services bought 850 Vanguard Short-Term Corporate Bond ETF shares in Q3 2014, an estimated $68.1K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.18% of KMS Financial Services's portfolio in Q3 2014, its #130 holding.
  • KMS Financial Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.