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Stokes Family Office’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Stokes Family Office’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
-3,187
Closed -$246K – 232
2024
Q1 		$246K Sell
3,187
-2,147
-40% -$166K 0.03% 200
2023
Q4 		$413K Buy
5,334
+2,043
+62% +$155K 0.06% 153
2023
Q3 		$247K Sell
3,291
-1,946
-37% -$147K 0.03% 270
2023
Q2 		$396K Buy
5,237
+351
+7% +$26.7K 0.05% 207
2023
Q1 		$372K Sell
4,886
-1,932
-28% -$146K 0.05% 199
2022
Q4 		$513K Sell
6,818
-48
-0.7% -$3.59K 0.07% 160
2022
Q3 		$510K Buy
6,866
+4
+0.1% +$305 0.07% 151
2022
Q2 		$523K Sell
6,862
-376
-5% -$28.9K 0.07% 158
2022
Q1 		$565K Sell
7,238
-2,695
-27% -$214K 0.08% 154
2021
Q4 		$807K Sell
9,933
-5,645
-36% -$461K 0.1% 120
2021
Q3 		$1.28M Sell
15,578
-2,092
-12% -$173K 0.18% 88
2021
Q2 		$1.46M Sell
17,670
-93
-0.5% -$7.69K 0.21% 79
2021
Q1 		$1.47M Sell
17,763
-2,368
-12% -$196K 0.23% 77
2020
Q4 		$1.68M Sell
20,131
-1,130
-5% -$93.7K 0.33% 63
2020
Q3 		$1.76M Buy
21,261
+4,725
+29% +$392K 0.4% 55
2020
Q2 		$1.37M Sell
16,536
-4,244
-20% -$345K 0.34% 63
2020
Q1 		$1.64M Sell
20,780
-6,972
-25% -$561K 0.44% 51
2019
Q4 		$2.25M Buy
+27,752
New +$2.25M 0.5% 47

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 $5.29B AUM 8.96% 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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stokes Family Office's VCSH Position: Q2 2024 in Review

Stokes Family Office sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 3,187 shares — an estimated $246K sold.

Stokes Family Office first reported a position in VCSH in Q4 2019 and held it in 18 quarters. The position peaked at $2.25M in Q4 2019. 1,243 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • Stokes Family Office reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Stokes Family Office sold 3,187 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $246K.
  • Stokes Family Office first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 18 quarters.
  • Stokes Family Office's Vanguard Short-Term Corporate Bond ETF position peaked at $2.25M in Q4 2019.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Stokes Family Office's 13F filing for Q2 2024, filed 5 Jul 2024.