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

Meristem Family 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
Q4 		– Sell
-2,685
Closed -$221K – 436
2021
Q3 		$221K Sell
2,685
-1,536
-36% -$127K 0.02% 375
2021
Q2 		$349K Buy
+4,221
New +$349K 0.05% 227

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Meristem Family Wealth's VCSH Position: Q4 2021 in Review

Meristem Family Wealth sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2021, closing a stake of 2,685 shares — an estimated $221K sold.

Meristem Family Wealth first reported a position in VCSH in Q2 2021 and held it in 2 quarters. The position peaked at $349K in Q2 2021. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

  • Meristem Family Wealth reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 2,685 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $221K.
  • Meristem Family Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Meristem Family Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $349K in Q2 2021.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.