Oikos Holdings’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Oikos Holdings’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
2024 Q2	$3.16M	Sell	40,865 -78,230	-66%	-$6.02M	0.75%	9
2024 Q1	$9.21M	Hold	119,095	–	–	2.35%	8
2023 Q4	$9.21M	Hold	119,095	–	–	2.52%	8
2023 Q3	$8.95M	Buy	119,095 +26,600	+29%	+$2.01M	3.23%	8
2023 Q2	$7M	Hold	92,495	–	–	2.76%	8
2023 Q1	$7.05M	Hold	92,495	–	–	2.94%	9
2022 Q4	$6.95M	Sell	92,495 -28,405	-23%	-$2.12M	3.48%	9
2022 Q3	$8.98M	Hold	120,900	–	–	3.29%	7
2022 Q2	$9.22M	Hold	120,900	–	–	3.07%	7
2022 Q1	$9.44M	Hold	120,900	–	–	2.94%	7
2021 Q4	$9.82M	Hold	120,900	–	–	4.49%	5
2021 Q3	$9.96M	Buy	+120,900	New	+$9.99M	7.41%	4

Other funds holding VCSH

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Oikos Holdings's VCSH Position: Q2 2024 in Review

Oikos Holdings reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 66% in Q2 2024, selling an estimated $6.02M and leaving 40,865 shares worth $3.16M. The position accounts for 0.75% of the portfolio, ranked #9.

Oikos Holdings first reported a position in VCSH in Q3 2021 and has held it in 12 quarters since. The position peaked at $9.96M in Q3 2021. 1,242 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Oikos Holdings held 40,865 shares of Vanguard Short-Term Corporate Bond ETF worth $3.16M as of Q2 2024.
Oikos Holdings sold 78,230 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $6.02M.
Vanguard Short-Term Corporate Bond ETF made up 0.75% of Oikos Holdings's portfolio in Q2 2024, its #9 holding.
Oikos Holdings first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2021 and has held it in 12 quarters since.
Oikos Holdings's Vanguard Short-Term Corporate Bond ETF position peaked at $9.96M in Q3 2021.
1,242 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Oikos Holdings's 13F filing for Q2 2024, filed 31 Jul 2024.