Strategic Investment Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Strategic Investment 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
2022 Q3	–	Sell	-7,207	Closed	-$550K	–	215
2022 Q2	$550K	Sell	7,207 -370	-5%	-$28.4K	0.11%	143
2022 Q1	$592K	Sell	7,577 -6,026	-44%	-$479K	0.11%	144
2021 Q4	$1.1M	Buy	13,603 +153	+1%	+$12.5K	0.21%	93
2021 Q3	$1.11M	Buy	13,450 +43	+0.3%	+$3.55K	0.24%	81
2021 Q2	$1.11M	Buy	13,407 +1,087	+9%	+$89.9K	0.25%	79
2021 Q1	$1.02M	Sell	12,320 -22	-0.2%	-$1.82K	0.26%	80
2020 Q4	$1.03M	Buy	12,342 +8,063	+188%	+$669K	0.3%	74
2020 Q3	$354K	Buy	4,279 +96	+2%	+$7.96K	0.12%	115
2020 Q2	$346K	Buy	4,183 +877	+27%	+$71.3K	0.13%	118
2020 Q1	$261K	Buy	3,306 +419	+15%	+$33.7K	0.12%	130
2019 Q4	$234K	Buy	+2,887	New	+$234K	0.1%	153

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

Strategic Investment Advisors's VCSH Position: Q3 2022 in Review

Strategic Investment Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 7,207 shares — an estimated $550K sold.

Strategic Investment Advisors first reported a position in VCSH in Q4 2019 and held it in 11 quarters. The position peaked at $1.11M in Q2 2021. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Strategic Investment Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Strategic Investment Advisors sold 7,207 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $550K.
Strategic Investment Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
Strategic Investment Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.11M in Q2 2021.
1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Strategic Investment Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.