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Kowal Investment Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kowal Investment Group’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
Q3 		$2.26M Buy
28,395
+6,858
+32% +$538K 0.41% 39
2024
Q2 		$1.66M Buy
21,537
+8,877
+70% +$683K 0.33% 44
2024
Q1 		$979K Buy
12,660
+3,011
+31% +$232K 0.21% 68
2023
Q4 		$747K Buy
9,649
+279
+3% +$21.1K 0.17% 74
2023
Q3 		$704K Sell
9,370
-4,882
-34% -$368K 0.19% 68
2023
Q2 		$1.08M Sell
14,252
-1,966
-12% -$149K 0.29% 48
2023
Q1 		$1.24M Buy
16,218
+7,934
+96% +$601K 0.35% 40
2022
Q4 		$623K Sell
8,284
-11,339
-58% -$847K 0.19% 72
2022
Q3 		$1.46M Sell
19,623
-1,160
-6% -$88.4K 0.49% 25
2022
Q2 		$1.58M Buy
20,783
+2,682
+15% +$206K 0.52% 21
2022
Q1 		$1.41M Buy
18,101
+8,268
+84% +$658K 0.43% 24
2021
Q4 		$799K Buy
9,833
+2,379
+32% +$194K 0.24% 38
2021
Q3 		$614K Buy
7,454
+849
+13% +$70.2K 0.19% 43
2021
Q2 		$546K Buy
6,605
+3,134
+90% +$259K 0.2% 46
2021
Q1 		$286K Buy
+3,471
New +$288K 0.12% 71

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kowal Investment Group's VCSH Position: Q3 2024 in Review

Kowal Investment Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 32% in Q3 2024, buying an estimated $538K and bringing the position to 28,395 shares worth $2.26M. The position accounts for 0.41% of the portfolio, ranked #39.

Kowal Investment Group first reported a position in VCSH in Q1 2021 and has held it in 15 quarters since. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Kowal Investment Group held 28,395 shares of Vanguard Short-Term Corporate Bond ETF worth $2.26M as of Q3 2024.
  • Kowal Investment Group bought 6,858 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $538K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.41% of Kowal Investment Group's portfolio in Q3 2024, its #39 holding.
  • Kowal Investment Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.