Spinnaker Investment Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Spinnaker Investment Group’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	-2,718	Closed	-$216K	–	101
2024 Q3	$216K	Hold	2,718	–	–	0.05%	88
2024 Q2	$210K	Buy	2,718 +3	+0.1%	+$231	0.06%	79
2024 Q1	$210K	Hold	2,715	–	–	0.06%	84
2023 Q4	$210K	Hold	2,715	–	–	0.06%	80
2023 Q3	$204K	Hold	2,715	–	–	0.07%	81
2023 Q2	$205K	Hold	2,715	–	–	0.07%	83
2023 Q1	$207K	Sell	2,715 -33	-1%	-$2.5K	0.07%	80
2022 Q4	$207K	Hold	2,748	–	–	0.07%	84
2022 Q3	$204K	Buy	2,748 +33	+1%	+$2.51K	0.08%	81
2022 Q2	$207K	Hold	2,715	–	–	0.08%	73
2022 Q1	$212K	Hold	2,715	–	–	0.07%	84
2021 Q4	$218K	Buy	+2,715	New	+$222K	0.08%	85

Other funds holding VCSH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spinnaker Investment Group's VCSH Position: Q4 2024 in Review

Spinnaker Investment Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2024, closing a stake of 2,718 shares — an estimated $216K sold.

Spinnaker Investment Group first reported a position in VCSH in Q4 2021 and held it in 12 quarters. The position peaked at $218K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold VCSH as of Q4 2024.

Spinnaker Investment Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Spinnaker Investment Group sold 2,718 Vanguard Short-Term Corporate Bond ETF shares in Q4 2024, an estimated $216K.
Spinnaker Investment Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
Spinnaker Investment Group's Vanguard Short-Term Corporate Bond ETF position peaked at $218K in Q4 2021.
1,325 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2024.

Based on Spinnaker Investment Group's 13F filing for Q4 2024, filed 17 Jan 2025.