Ruggaard & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Ruggaard & Associates’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 Q2	–	Sell	-153,509	Closed	-$11.9M	–	120
2024 Q1	$11.9M	Buy	153,509 +4,327	+3%	+$334K	5.64%	6
2023 Q4	$11.5M	Buy	149,182 +7,307	+5%	+$554K	6.11%	4
2023 Q3	$10.7M	Sell	141,875 -580	-0.4%	-$43.8K	6.35%	4
2023 Q2	$10.8M	Buy	142,455 +1,564	+1%	+$119K	6.31%	4
2023 Q1	$10.7M	Buy	+140,891	New	+$10.7M	6.63%	4

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ruggaard & Associates's VCSH Position: Q2 2024 in Review

Ruggaard & Associates sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 153,509 shares — an estimated $11.9M sold.

Ruggaard & Associates first reported a position in VCSH in Q1 2023 and held it in 5 quarters. The position peaked at $11.9M in Q1 2024. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Ruggaard & Associates reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Ruggaard & Associates sold 153,509 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $11.9M.
Ruggaard & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Ruggaard & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $11.9M in Q1 2024.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Ruggaard & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.