Newfound Research’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Newfound Research’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
2019 Q3	–	Hold	0	–	–	–	228
2019 Q2	–	Hold	0	–	–	–	224
2019 Q1	–	Hold	0	–	–	–	229
2018 Q4	–	Hold	0	–	–	–	215
2018 Q3	–	Hold	0	–	–	–	234
2018 Q2	–	Hold	0	–	–	–	226
2018 Q1	–	Hold	0	–	–	–	260
2017 Q4	–	Hold	0	–	–	–	232
2017 Q3	–	Sell	-49	Closed	-$3.93K	–	232
2017 Q2	$4K	Sell	49 -18	-27%	-$1.44K	﹤0.01%	79
2017 Q1	$5K	Sell	67 -42	-39%	-$3.34K	﹤0.01%	71
2016 Q4	$9K	Buy	109 +46	+73%	+$3.67K	0.01%	62
2016 Q3	$5K	Sell	63 -7	-10%	-$565	﹤0.01%	74
2016 Q2	$6K	Buy	70 +24	+52%	+$1.93K	0.01%	65
2016 Q1	$4K	Sell	46 -48	-51%	-$3.8K	﹤0.01%	58
2015 Q4	$7K	Buy	+94	New	+$7.47K	0.01%	63

Other funds holding VCSH

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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