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

Ladenburg Thalmann 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
2019 Q4	$41.9M	Buy	535,277 +5,537	+1%	+$449K	0.26%	80
2019 Q3	$42.9M	Buy	529,740 +54,581	+11%	+$4.41M	0.3%	70
2019 Q2	$38.3M	Buy	475,159 +23,761	+5%	+$1.9M	0.28%	75
2019 Q1	$36M	Buy	451,398 +24,564	+6%	+$1.94M	0.27%	74
2018 Q4	$33.3M	Sell	426,834 -93,938	-18%	-$7.31M	0.3%	74
2018 Q3	$40.7M	Buy	520,772 +36,818	+8%	+$2.88M	0.34%	59
2018 Q2	$37.9M	Hold	483,954	–	–	0.35%	59
2018 Q1	$37.9M	Buy	483,954 +28,628	+6%	+$2.25M	0.35%	59
2017 Q4	$36.1M	Sell	455,326 -28,025	-6%	-$2.23M	0.34%	63
2017 Q3	$38.7M	Buy	483,351 +41,309	+9%	+$3.31M	0.42%	43
2017 Q2	$35.4M	Sell	442,042 -13,951	-3%	-$1.12M	0.42%	45
2017 Q1	$36.4M	Buy	455,993 +224,106	+97%	+$17.8M	0.46%	41
2016 Q4	$18.4M	Buy	231,887 +68,132	+42%	+$5.44M	0.26%	84
2016 Q3	$13.2M	Buy	163,755 +20,696	+14%	+$1.67M	0.2%	117
2016 Q2	$11.6M	Sell	143,059 -26,740	-16%	-$2.14M	0.18%	123
2016 Q1	$13.6M	Sell	169,799 -316,903	-65%	-$25.1M	0.24%	97
2015 Q4	$38.5M	Buy	486,702 +61,968	+15%	+$4.92M	0.71%	22
2015 Q3	$33.9M	Buy	424,734 +160,618	+61%	+$12.8M	0.7%	25
2015 Q2	$21M	Buy	264,116 +123,415	+88%	+$9.87M	0.39%	56
2015 Q1	$11.3M	Buy	140,701 +83,359	+145%	+$6.67M	0.22%	105
2014 Q4	$4.57M	Buy	57,342 +21,361	+59%	+$1.71M	0.1%	193
2014 Q3	$2.87M	Sell	35,981 -1,561	-4%	-$125K	0.08%	218
2014 Q2	$3.02M	Sell	37,542 -24,482	-39%	-$1.96M	0.08%	203
2014 Q1	$4.96M	Sell	62,024 -166,682	-73%	-$13.3M	0.14%	116
2013 Q4	$18.2M	Sell	228,706 -7,530	-3%	-$602K	0.56%	39
2013 Q3	$18.8M	Sell	236,236 -129,014	-35%	-$10.2M	0.64%	32
2013 Q2	$28.9M	Buy	+365,250	New	+$29.3M	1.03%	23

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VCSH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1% in Q4 2019, buying an estimated $449K and bringing the position to 535,277 shares worth $41.9M. The position accounts for 0.26% of the portfolio, ranked #80.

Ladenburg Thalmann Financial Services first reported a position in VCSH in Q2 2013 and has held it in 27 quarters since. The position peaked at $42.9M in Q3 2019. 831 funds tracked by Wall St. Rank hold VCSH as of Q4 2019.

Ladenburg Thalmann Financial Services held 535,277 shares of Vanguard Short-Term Corporate Bond ETF worth $41.9M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 5,537 Vanguard Short-Term Corporate Bond ETF shares in Q4 2019, an estimated $449K.
Vanguard Short-Term Corporate Bond ETF made up 0.26% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #80 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Vanguard Short-Term Corporate Bond ETF position peaked at $42.9M in Q3 2019.
831 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.