NewFocus Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

NewFocus Financial Group’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
2020 Q4	$307K	Hold	3,684	–	–	0.09%	102
2020 Q3	$305K	Sell	3,684 -1,177	-24%	-$97.6K	0.1%	98
2020 Q2	$402K	Buy	4,861 +86	+2%	+$7K	0.14%	84
2020 Q1	$378K	Buy	4,775 +34	+0.7%	+$2.73K	0.17%	63
2019 Q4	$384K	Hold	4,741	–	–	0.15%	75
2019 Q3	$384K	Hold	4,741	–	–	0.17%	69
2019 Q2	$383K	Sell	4,741 -265	-5%	-$21.2K	0.18%	67
2019 Q1	$399K	Hold	5,006	–	–	0.2%	63
2018 Q4	$390K	Hold	5,006	–	–	0.23%	61
2018 Q3	$391K	Hold	5,006	–	–	0.21%	55
2018 Q2	$391K	Buy	5,006 +633	+14%	+$49.4K	0.24%	56
2018 Q1	$343K	Buy	4,373 +8	+0.2%	+$630	0.22%	58
2017 Q4	$346K	Hold	4,365	–	–	0.21%	59
2017 Q3	$350K	Sell	4,365 -250	-5%	-$20K	0.23%	56
2017 Q2	$369K	Hold	4,615	–	–	0.21%	57
2017 Q1	$368K	Hold	4,615	–	–	0.23%	48
2016 Q4	$366K	Hold	4,615	–	–	0.25%	48
2016 Q3	$372K	Hold	4,615	–	–	0.27%	44
2016 Q2	$373K	Hold	4,615	–	–	0.28%	44
2016 Q1	$369K	Hold	4,615	–	–	0.27%	41
2015 Q4	$365K	Sell	4,615 -2,284	-33%	-$181K	0.25%	47
2015 Q3	$550K	Buy	6,899 +2,236	+48%	+$178K	0.42%	38
2015 Q2	$371K	Buy	4,663 +192	+4%	+$15.4K	0.24%	43
2015 Q1	$359K	Sell	4,471 -395	-8%	-$31.6K	0.22%	43
2014 Q4	$387K	Buy	+4,866	New	+$389K	0.27%	44
2014 Q3	–	Sell	-2,191	Closed	-$176K	–	44
2014 Q2	$176K	Buy	+2,191	New	+$176K	0.14%	43

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NewFocus Financial Group's VCSH Position: Q4 2020 in Review

NewFocus Financial Group held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q4 2020 at 3,684 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #102.

NewFocus Financial Group first reported a position in VCSH in Q2 2014 and has held it in 26 quarters since. The position peaked at $550K in Q3 2015. 1,048 funds tracked by Wall St. Rank hold VCSH as of Q4 2020.

NewFocus Financial Group held 3,684 shares of Vanguard Short-Term Corporate Bond ETF worth $307K as of Q4 2020.
NewFocus Financial Group left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q4 2020.
Vanguard Short-Term Corporate Bond ETF made up 0.09% of NewFocus Financial Group's portfolio in Q4 2020, its #102 holding.
NewFocus Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2014 and has held it in 26 quarters since.
NewFocus Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $550K in Q3 2015.
1,048 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.