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McMorgan & Co’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

McMorgan & Co’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
-183,550
Closed -$14.6M – 57
2024
Q3 		$14.6M Buy
183,550
+31,400
+21% +$2.46M 2.25% 11
2024
Q2 		$11.8M Buy
152,150
+37,354
+33% +$2.87M 1.87% 14
2024
Q1 		$8.87M Sell
114,796
-116,710
-50% -$9.01M 1.52% 12
2023
Q4 		$17.9M Buy
231,506
+36,858
+19% +$2.79M 2.97% 9
2023
Q3 		$14.6M Buy
194,648
+35,837
+23% +$2.7M 2.7% 9
2023
Q2 		$12M Buy
+158,811
New +$12.1M 2.26% 10

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

McMorgan & Co's VCSH Position: Q4 2024 in Review

McMorgan & Co sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 183,550 shares — an estimated $14.6M sold.

McMorgan & Co first reported a position in VCSH in Q2 2023 and held it in 6 quarters. The position peaked at $17.9M in Q4 2023. 1,328 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

  • McMorgan & Co reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • McMorgan & Co sold 183,550 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $14.6M.
  • McMorgan & Co first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • McMorgan & Co's Vanguard Short-Term Corporate Bond ETF position peaked at $17.9M in Q4 2023.
  • 1,328 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on McMorgan & Co's 13F filing for Q4 2024, filed 13 Feb 2025.