Sterling Investment Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Sterling Investment Management’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	-47,084	Closed	-$3.59M	–	73
2022 Q2	$3.59M	Sell	47,084 -12,021	-20%	-$924K	2.99%	5
2022 Q1	$4.62M	Sell	59,105 -714	-1%	-$56.8K	3.25%	6
2021 Q4	$4.86M	Sell	59,819 -2,676	-4%	-$219K	3.03%	8
2021 Q3	$5.15M	Sell	62,495 -2,056	-3%	-$170K	3.28%	8
2021 Q2	$5.34M	Buy	64,551 +12,411	+24%	+$1.03M	3.5%	7
2021 Q1	$4.3M	Buy	52,140 +8,203	+19%	+$680K	2.94%	11
2020 Q4	$3.66M	Buy	43,937 +1,198	+3%	+$99.4K	2.6%	10
2020 Q3	$3.54M	Sell	42,739 -2,704	-6%	-$224K	2.65%	9
2020 Q2	$3.76M	Buy	45,443 +5,935	+15%	+$483K	2.91%	9
2020 Q1	$3.13M	Sell	39,508 -2,324	-6%	-$187K	2.73%	9
2019 Q4	$3.39M	Sell	41,832 -1,333	-3%	-$108K	2.25%	12
2019 Q3	$3.5M	Buy	43,165 +9,779	+29%	+$790K	2.56%	10
2019 Q2	$2.69M	Sell	33,386 -13,192	-28%	-$1.05M	2.08%	14
2019 Q1	$3.71M	Buy	+46,578	New	+$3.67M	2.88%	8

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

Sterling Investment Management's VCSH Position: Q3 2022 in Review

Sterling Investment Management sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 47,084 shares — an estimated $3.59M sold.

Sterling Investment Management first reported a position in VCSH in Q1 2019 and held it in 14 quarters. The position peaked at $5.34M in Q2 2021. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Sterling Investment Management reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Management sold 47,084 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $3.59M.
Sterling Investment Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2019 and held it in 14 quarters.
Sterling Investment Management's Vanguard Short-Term Corporate Bond ETF position peaked at $5.34M in Q2 2021.
1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Sterling Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.