LifePlan Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

LifePlan Financial 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
2020 Q3	$287K	Buy	3,463 +1,136	+49%	+$94.2K	0.12%	108
2020 Q2	$192K	Buy	2,327 +15	+0.6%	+$1.22K	0.09%	127
2020 Q1	$183K	Buy	2,312 +166	+8%	+$13.3K	0.1%	121
2019 Q4	$174K	Buy	2,146 +329	+18%	+$26.7K	0.08%	139
2019 Q3	$147K	Hold	1,817	–	–	0.07%	151
2019 Q2	$147K	Hold	1,817	–	–	0.07%	148
2019 Q1	$145K	Buy	1,817 +405	+29%	+$31.9K	0.08%	149
2018 Q4	$110K	Hold	1,412	–	–	0.07%	164
2018 Q3	$110K	Hold	1,412	–	–	0.06%	177
2018 Q2	$110K	Hold	1,412	–	–	0.06%	171
2018 Q1	$111K	Buy	+1,412	New	+$111K	0.06%	157
2014 Q1	–	Sell	-451	Closed	-$36K	–	275
2013 Q4	$36K	Sell	451 -13	-3%	-$1.04K	0.02%	118
2013 Q3	$37K	Buy	+464	New	+$36.8K	0.03%	113

Other funds holding VCSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

LifePlan Financial Group's VCSH Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 49% in Q3 2020, buying an estimated $94.2K and bringing the position to 3,463 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #108.

LifePlan Financial Group first reported a position in VCSH in Q3 2013 and has held it in 13 quarters since. 925 funds tracked by Wall St. Rank hold VCSH as of Q3 2020.

LifePlan Financial Group held 3,463 shares of Vanguard Short-Term Corporate Bond ETF worth $287K as of Q3 2020.
LifePlan Financial Group bought 1,136 Vanguard Short-Term Corporate Bond ETF shares in Q3 2020, an estimated $94.2K.
Vanguard Short-Term Corporate Bond ETF made up 0.12% of LifePlan Financial Group's portfolio in Q3 2020, its #108 holding.
LifePlan Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2013 and has held it in 13 quarters since.
925 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.