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

OTA 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
2022 Q2	–	Sell	-38,437	Closed	-$3M	–	119
2022 Q1	$3M	Sell	38,437 -2,952	-7%	-$235K	1.91%	6
2021 Q4	$3.36M	Buy	+41,389	New	+$3.38M	2.3%	11
2020 Q4	–	Sell	-10,180	Closed	-$843K	–	80
2020 Q3	$843K	Buy	+10,180	New	+$844K	0.78%	24

Other funds holding VCSH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

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

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

OTA Financial Group's VCSH Position: Q2 2022 in Review

OTA Financial Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2022, closing a stake of 38,437 shares — an estimated $3M sold.

OTA Financial Group first reported a position in VCSH in Q3 2020 and held it in 3 quarters. The position peaked at $3.36M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q2 2022.

OTA Financial Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
OTA Financial Group sold 38,437 Vanguard Short-Term Corporate Bond ETF shares in Q2 2022, an estimated $3M.
OTA Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
OTA Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $3.36M in Q4 2021.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2022.

Based on OTA Financial Group's 13F filing for Q2 2022, filed 15 Jul 2022.