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Truepoint Inc’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Truepoint Inc’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 		– Sell
-23,631
Closed -$1.78M – 162
2022
Q4 		$1.78M Sell
23,631
-16,130
-41% -$1.21M 0.06% 52
2022
Q3 		$2.95M Sell
39,761
-3,840
-9% -$293K 0.15% 36
2022
Q2 		$3.33M Buy
43,601
+32,363
+288% +$2.49M 0.17% 32
2022
Q1 		$878K Buy
11,238
+3,552
+46% +$282K 0.04% 61
2021
Q4 		$625K Sell
7,686
-634
-8% -$51.8K 0.03% 75
2021
Q3 		$686K Buy
8,320
+262
+3% +$21.7K 0.03% 69
2021
Q2 		$666K Sell
8,058
-258
-3% -$21.3K 0.04% 63
2021
Q1 		$686K Hold
8,316
– – 0.04% 58
2020
Q4 		$692K Buy
+8,316
New +$690K 0.05% 54
2020
Q1 		– Sell
-6,108
Closed -$495K – 108
2019
Q4 		$495K Buy
+6,108
New +$495K 0.04% 67
2019
Q3 		– Sell
-9,196
Closed -$742K – 124
2019
Q2 		$742K Buy
9,196
+274
+3% +$21.9K 0.06% 51
2019
Q1 		$712K Buy
8,922
+1,557
+21% +$123K 0.06% 46
2018
Q4 		$574K Sell
7,365
-346
-4% -$26.9K 0.05% 49
2018
Q3 		$603K Buy
7,711
+2,489
+48% +$195K 0.05% 52
2018
Q2 		$408K Buy
5,222
+4,855
+1,323% +$379K 0.04% 70
2018
Q1 		$4.68K Sell
367
-4,163
-92% -$328K 0.04% 58
2017
Q4 		$359K Buy
4,530
+839
+23% +$66.9K 0.03% 63
2017
Q3 		$296K Buy
3,691
+5
+0.1% +$401 0.03% 78
2017
Q2 		$295K Buy
3,686
+3
+0.1% +$240 0.03% 84
2017
Q1 		$294K Buy
3,683
+145
+4% +$11.5K 0.03% 76
2016
Q4 		$282K Buy
3,538
+299
+9% +$23.9K 0.03% 73
2016
Q3 		$261K Buy
3,239
+374
+13% +$30.2K 0.03% 63
2016
Q2 		$232K Buy
2,865
+131
+5% +$10.5K 0.03% 68
2016
Q1 		$219K Buy
2,734
+4
+0.1% +$317 0.03% 68
2015
Q4 		$216K Buy
+2,730
New +$217K 0.03% 67

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc's VCSH Position: Q1 2023 in Review

Truepoint Inc sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 23,631 shares — an estimated $1.78M sold.

Truepoint Inc first reported a position in VCSH in Q4 2015 and held it in 25 quarters. The position peaked at $3.33M in Q2 2022. 1,241 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

  • Truepoint Inc reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Truepoint Inc sold 23,631 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $1.78M.
  • Truepoint Inc first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and held it in 25 quarters.
  • Truepoint Inc's Vanguard Short-Term Corporate Bond ETF position peaked at $3.33M in Q2 2022.
  • 1,241 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Truepoint Inc's 13F filing for Q1 2023, filed 8 May 2023.