Stone Asset Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Stone Asset 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
2023 Q1	$276K	Sell	3,615 -4,751	-57%	-$360K	0.44%	30
2022 Q4	$629K	Sell	8,366 -354	-4%	-$26.5K	0.39%	29
2022 Q3	$648K	Buy	8,720 +2,538	+41%	+$193K	0.42%	26
2022 Q2	$471K	Buy	6,182 +2,640	+75%	+$203K	0.3%	37
2022 Q1	$277K	Sell	3,542 -2,198	-38%	-$175K	0.15%	42
2021 Q4	$466K	Buy	+5,740	New	+$469K	0.27%	30

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

Stone Asset Management's VCSH Position: Q1 2023 in Review

Stone Asset Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 57% in Q1 2023, selling an estimated $360K and leaving 3,615 shares worth $276K. The position accounts for 0.44% of the portfolio, ranked #30.

Stone Asset Management first reported a position in VCSH in Q4 2021 and has held it in 6 quarters since. The position peaked at $648K in Q3 2022. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Stone Asset Management held 3,615 shares of Vanguard Short-Term Corporate Bond ETF worth $276K as of Q1 2023.
Stone Asset Management sold 4,751 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $360K.
Vanguard Short-Term Corporate Bond ETF made up 0.44% of Stone Asset Management's portfolio in Q1 2023, its #30 holding.
Stone Asset Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's Vanguard Short-Term Corporate Bond ETF position peaked at $648K in Q3 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.