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

Steel Grove 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
2024
Q2 		– Sell
-3,804
Closed -$294K – 219
2024
Q1 		$294K Sell
3,804
-792
-17% -$61.1K 0.04% 166
2023
Q4 		$356K Sell
4,596
-2,083
-31% -$158K 0.05% 129
2023
Q3 		$502K Sell
6,679
-3,066
-31% -$231K 0.07% 112
2023
Q2 		$737K Sell
9,745
-1,026
-10% -$78K 0.09% 95
2023
Q1 		$821K Sell
10,771
-2,583
-19% -$196K 0.11% 93
2022
Q4 		$1M Sell
13,354
-12,849
-49% -$960K 0.14% 82
2022
Q3 		$1.95M Buy
26,203
+2,328
+10% +$177K 0.35% 36
2022
Q2 		$1.82M Sell
23,875
-3,393
-12% -$261K 0.33% 42
2022
Q1 		$2.13M Buy
27,268
+18,911
+226% +$1.5M 0.33% 32
2021
Q4 		$679K Buy
8,357
+1,655
+25% +$135K 0.13% 72
2021
Q3 		$552K Buy
+6,702
New +$554K 0.13% 88
2014
Q2 		– Sell
-8,933
Closed -$714K – 146
2014
Q1 		$714K Buy
+8,933
New +$715K 0.18% 76
2013
Q4 		– Sell
-3,952
Closed -$315K – 140
2013
Q3 		$315K Sell
3,952
-99
-2% -$7.86K 0.09% 98
2013
Q2 		$321K Buy
+4,051
New +$325K 0.1% 96

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Steel Grove Capital Advisors's VCSH Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 3,804 shares — an estimated $294K sold.

Steel Grove Capital Advisors first reported a position in VCSH in Q2 2013 and held it in 14 quarters. The position peaked at $2.13M in Q1 2022. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • Steel Grove Capital Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 3,804 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $294K.
  • Steel Grove Capital Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and held it in 14 quarters.
  • Steel Grove Capital Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $2.13M in Q1 2022.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.