Sage Mountain Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sage Mountain 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
2024 Q4	–	Sell	-1,084	Closed	-$86.1K	–	519
2024 Q3	$86.1K	Sell	1,084 -129	-11%	-$10.1K	0.01%	426
2024 Q2	$93.7K	Sell	1,213 -66	-5%	-$5.08K	0.01%	372
2024 Q1	$98.9K	Hold	1,279	–	–	0.01%	348
2023 Q4	$99K	Buy	1,279 +248	+24%	+$18.8K	0.01%	292
2023 Q3	$77.5K	Hold	1,031	–	–	0.01%	296
2023 Q2	$78K	Hold	1,031	–	–	0.01%	290
2023 Q1	$78.6K	Hold	1,031	–	–	0.01%	273
2022 Q4	$77.5K	Hold	1,031	–	–	0.02%	212
2022 Q3	$77K	Hold	1,031	–	–	0.02%	274
2022 Q2	$79K	Hold	1,031	–	–	0.01%	528
2022 Q1	$81K	Buy	1,031 +30	+3%	+$2.39K	0.01%	542
2021 Q4	$81K	Hold	1,001	–	–	0.01%	596
2021 Q3	$82K	Hold	1,001	–	–	0.01%	500
2021 Q2	$83K	Hold	1,001	–	–	0.01%	455
2021 Q1	$83K	Sell	1,001 -1,414	-59%	-$117K	0.02%	384
2020 Q4	$201K	Buy	+2,415	New	+$200K	0.07%	177

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 22.9% 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

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

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

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

Sage Mountain Advisors's VCSH Position: Q4 2024 in Review

Sage Mountain Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 1,084 shares — an estimated $86.1K sold.

Sage Mountain Advisors first reported a position in VCSH in Q4 2020 and held it in 16 quarters. The position peaked at $201K in Q4 2020. 1,328 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

Sage Mountain Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Sage Mountain Advisors sold 1,084 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $86.1K.
Sage Mountain Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
Sage Mountain Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $201K in Q4 2020.
1,328 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.