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

Source 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
2024
Q3 		$671K Sell
8,445
-5,793
-41% -$455K 0.2% 56
2024
Q2 		$1.1M Sell
14,238
-585
-4% -$45K 0.34% 40
2024
Q1 		$1.15M Sell
14,823
-6,904
-32% -$533K 0.35% 38
2023
Q4 		$1.68M Sell
21,727
-677
-3% -$51.3K 0.52% 33
2023
Q3 		$1.68M Sell
22,404
-2,877
-11% -$217K 0.57% 35
2023
Q2 		$1.91M Sell
25,281
-2,401
-9% -$182K 0.63% 32
2023
Q1 		$2.11M Sell
27,682
-281
-1% -$21.3K 0.71% 28
2022
Q4 		$2.1M Sell
27,963
-440
-2% -$32.9K 0.79% 28
2022
Q3 		$2.11M Sell
28,403
-2,879
-9% -$219K 0.84% 28
2022
Q2 		$2.39M Sell
31,282
-683
-2% -$52.5K 0.94% 28
2022
Q1 		$2.5M Sell
31,965
-6,971
-18% -$554K 0.73% 28
2021
Q4 		$3.16M Sell
38,936
-1,191
-3% -$97.3K 0.85% 26
2021
Q3 		$3.31M Buy
40,127
+301
+0.8% +$24.9K 0.86% 25
2021
Q2 		$3.29M Sell
39,826
-2,806
-7% -$232K 0.85% 25
2021
Q1 		$3.52M Sell
42,632
-7,049
-14% -$584K 0.94% 24
2020
Q4 		$4.14M Buy
+49,681
New +$4.12M 1.12% 20

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Source Financial Advisors's VCSH Position: Q3 2024 in Review

Source Financial Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 41% in Q3 2024, selling an estimated $455K and leaving 8,445 shares worth $671K. The position accounts for 0.2% of the portfolio, ranked #56.

Source Financial Advisors first reported a position in VCSH in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.14M in Q4 2020. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Source Financial Advisors held 8,445 shares of Vanguard Short-Term Corporate Bond ETF worth $671K as of Q3 2024.
  • Source Financial Advisors sold 5,793 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $455K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.2% of Source Financial Advisors's portfolio in Q3 2024, its #56 holding.
  • Source Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $4.14M in Q4 2020.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.