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

Morningstar 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
2024
Q1 		– Sell
-35,486
Closed -$2.75M – 206
2023
Q4 		$2.75M Hold
35,486
– – 0.32% 41
2023
Q3 		$2.67M Sell
35,486
-107,074
-75% -$8.08M 0.37% 30
2023
Q2 		$10.8M Sell
142,560
-36,148
-20% -$2.75M 1.43% 17
2023
Q1 		$13.6M Sell
178,708
-27,099
-13% -$2.05M 2% 15
2022
Q4 		$15.5M Buy
205,807
+29,919
+17% +$2.24M 2.61% 14
2022
Q3 		$13.1M Hold
175,888
– – 2.48% 14
2022
Q2 		$13.4M Buy
175,888
+7,962
+5% +$612K 2.55% 12
2022
Q1 		$13.1M Sell
167,926
-20,503
-11% -$1.63M 2.46% 12
2021
Q4 		$15.3M Buy
188,429
+6,147
+3% +$502K 2.32% 11
2021
Q3 		$15M Hold
182,282
– – 2.51% 13
2021
Q2 		$15.1M Sell
182,282
-58,017
-24% -$4.8M 1.69% 18
2021
Q1 		$19.8M Buy
240,299
+25,051
+12% +$2.08M 1.99% 16
2020
Q4 		$17.9M Sell
215,248
-42,725
-17% -$3.54M 2.01% 16
2020
Q3 		$21.4M Buy
257,973
+73,625
+40% +$6.1M 2.66% 14
2020
Q2 		$15.2M Buy
184,348
+63,490
+53% +$5.16M 2.1% 16
2020
Q1 		$9.56M Buy
+120,858
New +$9.72M 1.75% 15

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Morningstar Investment Management's VCSH Position: Q1 2024 in Review

Morningstar Investment Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 35,486 shares — an estimated $2.75M sold.

Morningstar Investment Management first reported a position in VCSH in Q1 2020 and held it in 16 quarters. The position peaked at $21.4M in Q3 2020. 1,249 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

  • Morningstar Investment Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 35,486 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $2.75M.
  • Morningstar Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and held it in 16 quarters.
  • Morningstar Investment Management's Vanguard Short-Term Corporate Bond ETF position peaked at $21.4M in Q3 2020.
  • 1,249 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on Morningstar Investment Management's 13F filing for Q1 2024, filed 13 May 2024.