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Regal Wealth Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Regal Wealth 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
2023
Q4 		$9.19M Buy
119,233
+3,485
+3% +$264K 5.67% 5
2023
Q3 		$8.7M Sell
115,748
-47
-0% -$3.55K 5.94% 4
2023
Q2 		$8.7M Buy
115,795
+84,111
+265% +$6.39M 5.71% 5
2023
Q1 		$2.41M Buy
+31,684
New +$2.4M 1.71% 17

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.29B AUM 8.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Regal Wealth Group's VCSH Position: Q4 2023 in Review

Regal Wealth Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3% in Q4 2023, buying an estimated $264K and bringing the position to 119,233 shares worth $9.19M. The position accounts for 5.67% of the portfolio, ranked #5.

Regal Wealth Group first reported a position in VCSH in Q1 2023 and has held it in 4 quarters since. 1,286 funds tracked by Wall St. Rank hold VCSH as of Q4 2023.

  • Regal Wealth Group held 119,233 shares of Vanguard Short-Term Corporate Bond ETF worth $9.19M as of Q4 2023.
  • Regal Wealth Group bought 3,485 Vanguard Short-Term Corporate Bond ETF shares in Q4 2023, an estimated $264K.
  • Vanguard Short-Term Corporate Bond ETF made up 5.67% of Regal Wealth Group's portfolio in Q4 2023, its #5 holding.
  • Regal Wealth Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.