MSI Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

MSI Financial Services’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
2016 Q4	$6.75M	Buy	85,064 +848	+1%	+$67.7K	0.22%	108
2016 Q3	$6.78M	Sell	84,216 -3,081	-4%	-$249K	0.23%	101
2016 Q2	$7.06M	Buy	87,297 +7,410	+9%	+$594K	0.25%	91
2016 Q1	$6.39M	Sell	79,887 -6,275	-7%	-$497K	0.27%	90
2015 Q4	$6.81M	Buy	86,162 +35,595	+70%	+$2.83M	0.31%	77
2015 Q3	$4.03M	Sell	50,567 -4,128	-8%	-$328K	0.32%	67
2015 Q2	$4.35M	Sell	54,695 -38,875	-42%	-$3.11M	0.31%	70
2015 Q1	$7.5M	Buy	93,570 +35,068	+60%	+$2.8M	0.53%	32
2014 Q4	$4.66M	Buy	58,502 +10,271	+21%	+$821K	0.51%	36
2014 Q3	$3.85M	Sell	48,231 -6,898	-13%	-$553K	0.46%	38
2014 Q2	$4.43M	Buy	55,129 +3,528	+7%	+$283K	0.59%	23
2014 Q1	$4.13M	Buy	51,601 +12,934	+33%	+$1.03M	0.59%	24
2013 Q4	$3.08M	Sell	38,667 -6,136	-14%	-$491K	0.47%	41
2013 Q3	$3.57M	Sell	44,803 -855	-2%	-$67.9K	0.62%	26
2013 Q2	$3.61M	Buy	+45,658	New	+$3.66M	0.72%	17

Other funds holding VCSH

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSI Financial Services's VCSH Position: Q4 2016 in Review

MSI Financial Services increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1% in Q4 2016, buying an estimated $67.7K and bringing the position to 85,064 shares worth $6.75M. The position accounts for 0.22% of the portfolio, ranked #108.

MSI Financial Services first reported a position in VCSH in Q2 2013 and has held it in 15 quarters since. The position peaked at $7.5M in Q1 2015. 505 funds tracked by Wall St. Rank hold VCSH as of Q4 2016.

MSI Financial Services held 85,064 shares of Vanguard Short-Term Corporate Bond ETF worth $6.75M as of Q4 2016.
MSI Financial Services bought 848 Vanguard Short-Term Corporate Bond ETF shares in Q4 2016, an estimated $67.7K.
Vanguard Short-Term Corporate Bond ETF made up 0.22% of MSI Financial Services's portfolio in Q4 2016, its #108 holding.
MSI Financial Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Vanguard Short-Term Corporate Bond ETF position peaked at $7.5M in Q1 2015.
505 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.