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Newman & Schimel’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Newman & Schimel’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
2022
Q4 		$4.11M Buy
54,608
+10,787
+25% +$806K 1.86% 14
2022
Q3 		$3.25M Buy
43,821
+2,162
+5% +$165K 1.61% 13
2022
Q2 		$3.18M Buy
+41,659
New +$3.2M 1.53% 12

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Newman & Schimel's VCSH Position: Q4 2022 in Review

Newman & Schimel increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 25% in Q4 2022, buying an estimated $806K and bringing the position to 54,608 shares worth $4.11M. The position accounts for 1.86% of the portfolio, ranked #14.

Newman & Schimel first reported a position in VCSH in Q2 2022 and has held it in 3 quarters since. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2022.

  • Newman & Schimel held 54,608 shares of Vanguard Short-Term Corporate Bond ETF worth $4.11M as of Q4 2022.
  • Newman & Schimel bought 10,787 Vanguard Short-Term Corporate Bond ETF shares in Q4 2022, an estimated $806K.
  • Vanguard Short-Term Corporate Bond ETF made up 1.86% of Newman & Schimel's portfolio in Q4 2022, its #14 holding.
  • Newman & Schimel first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.