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Reilly Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$163K Buy
2,007
+3
+0.1% +$245 0.01% 227
2021
Q3 		$165K Buy
2,004
+1
+0% +$83 0.01% 213
2021
Q2 		$166K Buy
2,003
+1
+0% +$83 0.01% 225
2021
Q1 		$165K Buy
2,002
+1
+0% +$83 0.01% 218
2020
Q4 		$167K Buy
2,001
+3
+0.2% +$249 0.02% 206
2020
Q3 		$166K Buy
1,998
+1
+0.1% +$83 0.02% 194
2020
Q2 		$165K Buy
1,997
+2
+0.1% +$163 0.02% 184
2020
Q1 		$158K Hold
1,995
– – 0.02% 182
2019
Q4 		$162K Sell
1,995
-170
-8% -$13.8K 0.02% 201
2019
Q3 		$175K Hold
2,165
– – 0.02% 198
2019
Q2 		$175K Buy
2,165
+469
+28% +$37.4K 0.02% 193
2019
Q1 		$135K Hold
1,696
– – 0.02% 206
2018
Q4 		$132K Hold
1,696
– – 0.02% 205
2018
Q3 		$133K Hold
1,696
– – 0.02% 208
2018
Q2 		$132K Hold
1,696
– – 0.02% 194
2018
Q1 		$133K Hold
1,696
– – 0.02% 190
2017
Q4 		$135K Hold
1,696
– – 0.02% 193
2017
Q3 		$136K Hold
1,696
– – 0.02% 184
2017
Q2 		$136K Hold
1,696
– – 0.02% 182
2017
Q1 		$135K Hold
1,696
– – 0.02% 174
2016
Q4 		$135K Hold
1,696
– – 0.02% 168
2016
Q3 		$137K Hold
1,696
– – 0.02% 165
2016
Q2 		$137K Hold
1,696
– – 0.03% 165
2016
Q1 		$136K Hold
1,696
– – 0.02% 227
2015
Q4 		$134K Hold
1,696
– – 0.02% 227
2015
Q3 		$135K Buy
1,696
+1,200
+242% +$95.4K 0.02% 215
2015
Q2 		$39K Buy
+496
New +$39.7K 0.01% 486
2014
Q2 		– Sell
-806
Closed -$64K – 860
2014
Q1 		$64K Buy
+806
New +$64.5K 0.02% 238

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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Reilly Financial Advisors's VCSH Position: Q4 2021 in Review

Reilly Financial Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.15% in Q4 2021, buying an estimated $245 and bringing the position to 2,007 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #227.

Reilly Financial Advisors first reported a position in VCSH in Q1 2014 and has held it in 28 quarters since. The position peaked at $175K in Q3 2019. 1,278 funds tracked by Wall St. Rank hold VCSH as of Q4 2021.

  • Reilly Financial Advisors held 2,007 shares of Vanguard Short-Term Corporate Bond ETF worth $163K as of Q4 2021.
  • Reilly Financial Advisors bought 3 Vanguard Short-Term Corporate Bond ETF shares in Q4 2021, an estimated $245.
  • Vanguard Short-Term Corporate Bond ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #227 holding.
  • Reilly Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2014 and has held it in 28 quarters since.
  • Reilly Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $175K in Q3 2019.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.