Lake Street Advisors Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Lake Street Advisors 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
2022 Q3	–	Sell	-18,365	Closed	-$1.4M	–	355
2022 Q2	$1.4M	Buy	+18,365	New	+$1.41M	0.1%	128
2021 Q2	–	Sell	-3,750	Closed	-$309K	–	352
2021 Q1	$309K	Buy	+3,750	New	+$311K	0.03%	232

Other funds holding VCSH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Lake Street Advisors Group's VCSH Position: Q3 2022 in Review

Lake Street Advisors Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 18,365 shares — an estimated $1.4M sold.

Lake Street Advisors Group first reported a position in VCSH in Q1 2021 and held it in 2 quarters. The position peaked at $1.4M in Q2 2022. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Lake Street Advisors Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Lake Street Advisors Group sold 18,365 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $1.4M.
Lake Street Advisors Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
Lake Street Advisors Group's Vanguard Short-Term Corporate Bond ETF position peaked at $1.4M in Q2 2022.
1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Lake Street Advisors Group's 13F filing for Q3 2022, filed 14 Nov 2022.