Marshall Financial Group (Maryland)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Marshall Financial Group (Maryland)’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 Q4	–	Sell	-2,779	Closed	-$221K	–	233
2024 Q3	$221K	Buy	+2,779	New	+$218K	0.05%	202
2024 Q2	–	Sell	-2,913	Closed	-$225K	–	195
2024 Q1	$225K	Sell	2,913 -200,332	-99%	-$15.5M	0.06%	166
2023 Q4	$15.7M	Buy	203,245 +2,597	+1%	+$197K	5.07%	2
2023 Q3	$15.1M	Sell	200,648 -2,231	-1%	-$168K	5.44%	2
2023 Q2	$15.3M	Buy	202,879 +6,262	+3%	+$476K	5.23%	2
2023 Q1	$15M	Buy	196,617 +41,434	+27%	+$3.14M	5.38%	2
2022 Q4	$11.7M	Sell	155,183 -16,158	-9%	-$1.21M	4.53%	2
2022 Q3	$12.7M	Buy	171,341 +825	+0.5%	+$62.9K	5.38%	3
2022 Q2	$13M	Buy	170,516 +53,382	+46%	+$4.1M	5.2%	3
2022 Q1	$9.15M	Buy	117,134 +8,483	+8%	+$675K	3.74%	2
2021 Q4	$8.83M	Buy	108,651 +38,149	+54%	+$3.12M	3.25%	3
2021 Q3	$5.81M	Buy	70,502 +8,679	+14%	+$717K	3%	4
2021 Q2	$5.11M	Buy	61,823 +5,929	+11%	+$490K	2.76%	5
2021 Q1	$4.61M	Buy	55,894 +1,449	+3%	+$120K	2.76%	5
2020 Q4	$4.53M	Buy	+54,445	New	+$4.52M	2.96%	5

Other funds holding VCSH

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Marshall Financial Group (Maryland)'s VCSH Position: Q4 2024 in Review

Marshall Financial Group (Maryland) sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 2,779 shares — an estimated $221K sold.

Marshall Financial Group (Maryland) first reported a position in VCSH in Q4 2020 and held it in 15 quarters. The position peaked at $15.7M in Q4 2023. 1,327 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

Marshall Financial Group (Maryland) reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 2,779 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $221K.
Marshall Financial Group (Maryland) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
Marshall Financial Group (Maryland)'s Vanguard Short-Term Corporate Bond ETF position peaked at $15.7M in Q4 2023.
1,327 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2024, filed 21 Jan 2025.