OFA
VCSH icon

Oak Family Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Oak Family Advisors’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
2021
Q1 		– Sell
-3,023
Closed -$252K – 104
2020
Q4 		$252K Buy
+3,023
New +$251K 0.13% 89

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oak Family Advisors's VCSH Position: Q1 2021 in Review

Oak Family Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2021, closing a stake of 3,023 shares — an estimated $252K sold.

Oak Family Advisors first reported a position in VCSH in Q4 2020 and held it in 1 quarter. The position peaked at $252K in Q4 2020. 1,089 funds tracked by Wall St. Rank hold VCSH as of Q1 2021.

  • Oak Family Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Oak Family Advisors sold 3,023 Vanguard Short-Term Corporate Bond ETF shares in Q1 2021, an estimated $252K.
  • Oak Family Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Oak Family Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $252K in Q4 2020.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2021.

Based on Oak Family Advisors's 13F filing for Q1 2021, filed 5 May 2021.