Vontobel Swiss Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Vontobel Swiss Wealth 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
2021 Q2	$638K	Sell	7,725 -3,715	-32%	-$307K	0.33%	40
2021 Q1	$944K	Buy	11,440 +122	+1%	+$10.1K	0.53%	32
2020 Q4	$942K	Buy	11,318 +293	+3%	+$24.3K	0.54%	36
2020 Q3	$913K	Buy	11,025 +520	+5%	+$43.1K	0.64%	33
2020 Q2	$868K	Hold	10,505	–	–	0.57%	38
2020 Q1	$831K	Buy	10,505 +105	+1%	+$8.44K	0.63%	40
2019 Q4	$843K	Sell	10,400 -7,300	-41%	-$591K	0.55%	46
2019 Q3	$1.44M	Hold	17,700	–	–	0.92%	39
2019 Q2	$1.43M	Buy	+17,700	New	+$1.41M	0.77%	48

Other funds holding VCSH

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's VCSH Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 32% in Q2 2021, selling an estimated $307K and leaving 7,725 shares worth $638K. The position accounts for 0.33% of the portfolio, ranked #40.

Vontobel Swiss Wealth Advisors first reported a position in VCSH in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2019. 1,111 funds tracked by Wall St. Rank hold VCSH as of Q2 2021.

Vontobel Swiss Wealth Advisors held 7,725 shares of Vanguard Short-Term Corporate Bond ETF worth $638K as of Q2 2021.
Vontobel Swiss Wealth Advisors sold 3,715 Vanguard Short-Term Corporate Bond ETF shares in Q2 2021, an estimated $307K.
Vanguard Short-Term Corporate Bond ETF made up 0.33% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #40 holding.
Vontobel Swiss Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2019 and has held it in 9 quarters since.
Vontobel Swiss Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.44M in Q3 2019.
1,111 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.