LJAC
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L.J. Altfest & Co’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

L.J. Altfest & Co’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
2025
Q1 		– Sell
-3,899
Closed -$304K – 365
2024
Q4 		$304K Sell
3,899
-94,175
-96% -$7.39M 0.04% 268
2024
Q3 		$7.79M Buy
+98,074
New +$7.7M 1.04% 24

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

L.J. Altfest & Co's VCSH Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2025, closing a stake of 3,899 shares — an estimated $304K sold.

L.J. Altfest & Co first reported a position in VCSH in Q3 2024 and held it in 2 quarters. The position peaked at $7.79M in Q3 2024. 1,327 funds tracked by Wall St. Rank hold VCSH as of Q1 2025.

  • L.J. Altfest & Co reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,899 Vanguard Short-Term Corporate Bond ETF shares in Q1 2025, an estimated $304K.
  • L.J. Altfest & Co first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • L.J. Altfest & Co's Vanguard Short-Term Corporate Bond ETF position peaked at $7.79M in Q3 2024.
  • 1,327 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.