RGT Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

RGT Wealth 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
2022 Q3	$16K	Buy	+210	New	+$16K	﹤0.01%	104
2018 Q2	–	Sell	-4,252	Closed	-$334K	–	84
2018 Q1	$334K	Buy	4,252 +321	+8%	+$25.3K	0.16%	59
2017 Q4	$312K	Sell	3,931 -80	-2%	-$6.38K	0.17%	61
2017 Q3	$321K	Buy	+4,011	New	+$321K	0.21%	51
2017 Q1	–	Sell	-3,853	Closed	-$306K	–	132
2016 Q4	$306K	Buy	+3,853	New	+$307K	0.17%	75
2016 Q3	–	Hold	0	–	–	–	70

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

RGT Wealth Advisors's VCSH Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022: 210 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #104 among its holdings. This is a return to the name: RGT Wealth Advisors previously reported a position in VCSH as recently as Q1 2018.

RGT Wealth Advisors first reported a position in VCSH in Q4 2016 and has held it in 5 quarters since. The position peaked at $334K in Q1 2018. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

RGT Wealth Advisors held 210 shares of Vanguard Short-Term Corporate Bond ETF worth $16K as of Q3 2022.
Vanguard Short-Term Corporate Bond ETF was a new RGT Wealth Advisors position in Q3 2022.
Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #104 holding.
RGT Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2016 and has held it in 5 quarters since.
RGT Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $334K in Q1 2018.
1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.