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MBL Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

MBL Wealth’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
2021
Q1 		$396K Buy
4,797
+2,000
+72% +$166K 0.14% 102
2020
Q4 		$232K Buy
+2,797
New +$232K 0.09% 113

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
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
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MBL Wealth's VCSH Position: Q1 2021 in Review

MBL Wealth increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 72% in Q1 2021, buying an estimated $166K and bringing the position to 4,797 shares worth $396K. The position accounts for 0.14% of the portfolio, ranked #102.

MBL Wealth first reported a position in VCSH in Q4 2020 and has held it in 2 quarters since. 1,089 funds tracked by Wall St. Rank hold VCSH as of Q1 2021.

  • MBL Wealth held 4,797 shares of Vanguard Short-Term Corporate Bond ETF worth $396K as of Q1 2021.
  • MBL Wealth bought 2,000 Vanguard Short-Term Corporate Bond ETF shares in Q1 2021, an estimated $166K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.14% of MBL Wealth's portfolio in Q1 2021, its #102 holding.
  • MBL Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2021.

Based on MBL Wealth's 13F filing for Q1 2021, filed 27 May 2021.