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WBI Investments’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

WBI Investments’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
Q1 		– Sell
-4,767
Closed -$369K – 255
2023
Q4 		$369K Sell
4,767
-216
-4% -$16.4K 0.07% 167
2023
Q3 		$374K Sell
4,983
-186
-4% -$14K 0.08% 152
2023
Q2 		$391K Buy
5,169
+266
+5% +$20.2K 0.07% 156
2023
Q1 		$374K Buy
+4,903
New +$371K 0.07% 161
2021
Q2 		– Sell
-9,139
Closed -$754K – 246
2021
Q1 		$754K Buy
9,139
+5,379
+143% +$446K 0.12% 117
2020
Q4 		$313K Buy
+3,760
New +$312K 0.05% 143
2018
Q2 		– Sell
-1,574,892
Closed -$124M – 303
2018
Q1 		$124M Buy
+1,574,892
New +$124M 6.35% 3
2017
Q1 		– Sell
-1,140,369
Closed -$90.5M – 376
2016
Q4 		$90.5M Buy
+1,140,369
New +$91M 3.9% 3
2015
Q1 		– Sell
-815,236
Closed -$64.9M – 272
2014
Q4 		$64.9M Buy
815,236
+35,803
+5% +$2.86M 1.77% 19
2014
Q3 		$62.3M Buy
+779,433
New +$62.4M 1.85% 16
2013
Q4 		– Sell
-431,185
Closed -$34.3M – 135
2013
Q3 		$34.3M Sell
431,185
-27,170
-6% -$2.16M 1.64% 18
2013
Q2 		$36.3M Buy
+458,355
New +$36.7M 2.6% 10

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

WBI Investments's VCSH Position: Q1 2024 in Review

WBI Investments sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 4,767 shares — an estimated $369K sold.

WBI Investments first reported a position in VCSH in Q2 2013 and held it in 12 quarters. The position peaked at $124M in Q1 2018. 1,250 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

  • WBI Investments reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • WBI Investments sold 4,767 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $369K.
  • WBI Investments first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and held it in 12 quarters.
  • WBI Investments's Vanguard Short-Term Corporate Bond ETF position peaked at $124M in Q1 2018.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on WBI Investments's 13F filing for Q1 2024, filed 3 May 2024.