RegentAtlantic Capital’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

RegentAtlantic Capital’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 Q3	$274K	Buy	3,684 +234	+7%	+$17.8K	0.01%	578
2022 Q2	$263K	Sell	3,450 -18	-0.5%	-$1.38K	0.01%	572
2022 Q1	$271K	Sell	3,468 -4,376	-56%	-$348K	0.01%	594
2021 Q4	$637K	Buy	+7,844	New	+$641K	0.02%	401
2021 Q2	–	Sell	-5,166	Closed	-$426K	–	646
2021 Q1	$426K	Buy	+5,166	New	+$428K	0.01%	411

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

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

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

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

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

RegentAtlantic Capital's VCSH Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 6.8% in Q3 2022, buying an estimated $17.8K and bringing the position to 3,684 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #578.

RegentAtlantic Capital first reported a position in VCSH in Q1 2021 and has held it in 5 quarters since. The position peaked at $637K in Q4 2021. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

RegentAtlantic Capital held 3,684 shares of Vanguard Short-Term Corporate Bond ETF worth $274K as of Q3 2022.
RegentAtlantic Capital bought 234 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $17.8K.
Vanguard Short-Term Corporate Bond ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #578 holding.
RegentAtlantic Capital first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and has held it in 5 quarters since.
RegentAtlantic Capital's Vanguard Short-Term Corporate Bond ETF position peaked at $637K in Q4 2021.
1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.