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

Stokes 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
Q3 		– Sell
-12,991
Closed -$1M – 76
2024
Q2 		$1M Sell
12,991
-484
-4% -$37.2K 0.28% 55
2024
Q1 		$1.04M Sell
13,475
-449
-3% -$34.7K 0.3% 54
2023
Q4 		$1.08M Sell
13,924
-2,379
-15% -$180K 0.34% 50
2023
Q3 		$1.23M Sell
16,303
-835
-5% -$63K 0.43% 50
2023
Q2 		$1.3M Sell
17,138
-10,094
-37% -$767K 0.44% 51
2023
Q1 		$2.08M Sell
27,232
-1,333
-5% -$101K 0.7% 50
2022
Q4 		$2.15M Sell
28,565
-1,278
-4% -$95.5K 0.74% 51
2022
Q3 		$2.22M Sell
29,843
-5,514
-16% -$420K 0.82% 50
2022
Q2 		$2.7M Sell
35,357
-57,363
-62% -$4.41M 0.94% 47
2022
Q1 		$7.24M Sell
92,720
-20,608
-18% -$1.64M 2.11% 12
2021
Q4 		$9.21M Buy
113,328
+4,072
+4% +$333K 2.74% 3
2021
Q3 		$9M Buy
109,256
+2,010
+2% +$166K 2.91% 4
2021
Q2 		$8.87M Buy
107,246
+17,325
+19% +$1.43M 2.91% 4
2021
Q1 		$7.42M Buy
89,921
+127
+0.1% +$10.5K 3.04% 6
2020
Q4 		$7.47M Buy
89,794
+3,866
+4% +$321K 3.25% 3
2020
Q3 		$7.12M Buy
85,928
+4,191
+5% +$347K 3.42% 3
2020
Q2 		$6.76M Buy
+81,737
New +$6.65M 3.58% 3

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

Stokes Capital Advisors's VCSH Position: Q3 2024 in Review

Stokes Capital Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2024, closing a stake of 12,991 shares — an estimated $1M sold.

Stokes Capital Advisors first reported a position in VCSH in Q2 2020 and held it in 17 quarters. The position peaked at $9.21M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q3 2024.

  • Stokes Capital Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Stokes Capital Advisors sold 12,991 Vanguard Short-Term Corporate Bond ETF shares in Q3 2024, an estimated $1M.
  • Stokes Capital Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2020 and held it in 17 quarters.
  • Stokes Capital Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $9.21M in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2024.

Based on Stokes Capital Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.