New England Securities’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

New England Securities’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
2014 Q4	$2.59M	Buy	32,581 +2,334	+8%	+$187K	0.91%	16
2014 Q3	$2.42M	Buy	30,247 +3,228	+12%	+$259K	0.84%	16
2014 Q2	$2.17M	Buy	27,019 +1,063	+4%	+$85.3K	0.75%	17
2014 Q1	$2.08M	Buy	25,956 +5,037	+24%	+$403K	0.8%	19
2013 Q4	$1.67M	Buy	20,919 +7,462	+55%	+$597K	0.69%	25
2013 Q3	$1.07M	Buy	13,457 +4,875	+57%	+$387K	0.54%	35
2013 Q2	$679K	Buy	+8,582	New	+$688K	0.45%	46

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

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

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

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

New England Securities's VCSH Position: Q4 2014 in Review

New England Securities increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 7.7% in Q4 2014, buying an estimated $187K and bringing the position to 32,581 shares worth $2.59M. The position accounts for 0.91% of the portfolio, ranked #16.

New England Securities first reported a position in VCSH in Q2 2013 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold VCSH as of Q4 2014.

New England Securities held 32,581 shares of Vanguard Short-Term Corporate Bond ETF worth $2.59M as of Q4 2014.
New England Securities bought 2,334 Vanguard Short-Term Corporate Bond ETF shares in Q4 2014, an estimated $187K.
Vanguard Short-Term Corporate Bond ETF made up 0.91% of New England Securities's portfolio in Q4 2014, its #16 holding.
New England Securities first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
337 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.