Montgomery Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Montgomery Investment Management’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
2022 Q1	–	Sell	-3,000	Closed	-$244K	–	89
2021 Q4	$244K	Hold	3,000	–	–	0.08%	78
2021 Q3	$247K	Hold	3,000	–	–	0.09%	76
2021 Q2	$248K	Hold	3,000	–	–	0.09%	77
2021 Q1	$248K	Hold	3,000	–	–	0.09%	77
2020 Q4	$250K	Hold	3,000	–	–	0.11%	78
2020 Q3	$249K	Hold	3,000	–	–	0.13%	69
2020 Q2	$248K	Hold	3,000	–	–	0.13%	70
2020 Q1	$237K	Buy	+3,000	New	+$241K	0.15%	69

Other funds holding VCSH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYLI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Montgomery Investment Management's VCSH Position: Q1 2022 in Review

Montgomery Investment Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2022, closing a stake of 3,000 shares — an estimated $244K sold.

Montgomery Investment Management first reported a position in VCSH in Q1 2020 and held it in 8 quarters. The position peaked at $250K in Q4 2020. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Montgomery Investment Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Montgomery Investment Management sold 3,000 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $244K.
Montgomery Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Montgomery Investment Management's Vanguard Short-Term Corporate Bond ETF position peaked at $250K in Q4 2020.
1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Montgomery Investment Management's 13F filing for Q1 2022, filed 2 May 2022.