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Prio Wealth Limited Partnership’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		$501K Hold
6,303
– – 0.01% 192
2024
Q2 		$487K Sell
6,303
-3,345
-35% -$257K 0.01% 192
2024
Q1 		$746K Sell
9,648
-5
-0.1% -$386 0.02% 167
2023
Q4 		$747K Buy
9,653
+105
+1% +$7.96K 0.03% 162
2023
Q3 		$718K Sell
9,548
-400
-4% -$30.2K 0.03% 158
2023
Q2 		$753K Sell
9,948
-160
-2% -$12.2K 0.03% 159
2023
Q1 		$771K Hold
10,108
– – 0.03% 151
2022
Q4 		$760K Buy
10,108
+1,398
+16% +$104K 0.03% 156
2022
Q3 		$647K Sell
8,710
-745
-8% -$56.8K 0.03% 162
2022
Q2 		$721K Sell
9,455
-12,760
-57% -$980K 0.03% 155
2022
Q1 		$1.74M Sell
22,215
-287
-1% -$22.8K 0.06% 120
2021
Q4 		$1.83M Sell
22,502
-1,035
-4% -$84.6K 0.06% 123
2021
Q3 		$1.94M Sell
23,537
-4,905
-17% -$405K 0.07% 117
2021
Q2 		$2.35M Sell
28,442
-5,687
-17% -$470K 0.08% 110
2021
Q1 		$2.82M Buy
34,129
+9,640
+39% +$799K 0.1% 102
2020
Q4 		$2.04M Buy
24,489
+134
+0.6% +$11.1K 0.08% 109
2020
Q3 		$2.02M Buy
24,355
+955
+4% +$79.2K 0.08% 104
2020
Q2 		$1.93M Buy
+23,400
New +$1.9M 0.09% 106

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prio Wealth Limited Partnership's VCSH Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q3 2024 at 6,303 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #192.

Prio Wealth Limited Partnership first reported a position in VCSH in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.82M in Q1 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Prio Wealth Limited Partnership held 6,303 shares of Vanguard Short-Term Corporate Bond ETF worth $501K as of Q3 2024.
  • Prio Wealth Limited Partnership left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q3 2024.
  • Vanguard Short-Term Corporate Bond ETF made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #192 holding.
  • Prio Wealth Limited Partnership first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • Prio Wealth Limited Partnership's Vanguard Short-Term Corporate Bond ETF position peaked at $2.82M in Q1 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.