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Nelson Capital Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Nelson Capital 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
-3,404
Closed -$263K – 106
2023
Q4 		$263K Buy
+3,404
New +$258K 0.06% 89
2023
Q2 		– Sell
-3,824
Closed -$292K – 93
2023
Q1 		$292K Sell
3,824
-2,891
-43% -$219K 0.08% 76
2022
Q4 		$505K Sell
6,715
-2,257
-25% -$169K 0.15% 75
2022
Q3 		$666K Sell
8,972
-2,940
-25% -$224K 0.2% 76
2022
Q2 		$908K Sell
11,912
-17,264
-59% -$1.33M 0.25% 68
2022
Q1 		$2.28M Sell
29,176
-2,795
-9% -$222K 0.45% 57
2021
Q4 		$2.6M Sell
31,971
-2,152
-6% -$176K 0.48% 55
2021
Q3 		$2.81M Sell
34,123
-1,983
-5% -$164K 0.56% 49
2021
Q2 		$2.99M Sell
36,106
-2,627
-7% -$217K 0.6% 49
2021
Q1 		$3.19M Sell
38,733
-14,511
-27% -$1.2M 0.68% 46
2020
Q4 		$4.43M Sell
53,244
-35,904
-40% -$2.98M 0.95% 35
2020
Q3 		$7.39M Buy
89,148
+11,980
+16% +$993K 1.29% 29
2020
Q2 		$6.38M Sell
77,168
-2,288
-3% -$186K 1.39% 31
2020
Q1 		$6.29M Buy
79,456
+126
+0.2% +$10.1K 1.69% 23
2019
Q4 		$6.43M Buy
+79,330
New +$6.43M 1.35% 33

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 $5.29B AUM 8.96% 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

Nelson Capital Management's VCSH Position: Q1 2024 in Review

Nelson Capital Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 3,404 shares — an estimated $263K sold.

Nelson Capital Management first reported a position in VCSH in Q4 2019 and held it in 15 quarters. The position peaked at $7.39M in Q3 2020. 1,250 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

  • Nelson Capital Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Nelson Capital Management sold 3,404 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $263K.
  • Nelson Capital Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 15 quarters.
  • Nelson Capital Management's Vanguard Short-Term Corporate Bond ETF position peaked at $7.39M in Q3 2020.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on Nelson Capital Management's 13F filing for Q1 2024, filed 7 May 2024.