Spearhead Capital Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Spearhead Capital 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	–	Sell	-3,822	Closed	-$291K	–	161
2022 Q2	$291K	Sell	3,822 -381	-9%	-$29.3K	0.04%	130
2022 Q1	$328K	Sell	4,203 -12	-0.3%	-$954	0.04%	121
2021 Q4	$342K	Buy	4,215 +681	+19%	+$55.6K	0.04%	136
2021 Q3	$291K	Buy	3,534 +775	+28%	+$64K	0.04%	157
2021 Q2	$228K	Buy	2,759 +282	+11%	+$23.3K	0.03%	188
2021 Q1	$204K	Buy	+2,477	New	+$205K	0.03%	182

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

Spearhead Capital Advisors's VCSH Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 3,822 shares — an estimated $291K sold.

Spearhead Capital Advisors first reported a position in VCSH in Q1 2021 and held it in 6 quarters. The position peaked at $342K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 3,822 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $291K.
Spearhead Capital Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Spearhead Capital Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $342K in Q4 2021.
1,234 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.