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

Wealthsimple’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 		$628K Sell
8,452
-45
-0.5% -$3.43K 0.02% 17
2022
Q2 		$648K Sell
8,497
-326
-4% -$25K 0.02% 18
2022
Q1 		$689K Sell
8,823
-6
-0.1% -$477 0.02% 17
2021
Q4 		$717K Buy
+8,829
New +$721K 0.02% 16

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthsimple's VCSH Position: Q3 2022 in Review

Wealthsimple reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.53% in Q3 2022, selling an estimated $3.43K and leaving 8,452 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #17.

Wealthsimple first reported a position in VCSH in Q4 2021 and has held it in 4 quarters since. The position peaked at $717K in Q4 2021. 1,233 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

  • Wealthsimple held 8,452 shares of Vanguard Short-Term Corporate Bond ETF worth $628K as of Q3 2022.
  • Wealthsimple sold 45 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $3.43K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of Wealthsimple's portfolio in Q3 2022, its #17 holding.
  • Wealthsimple first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Vanguard Short-Term Corporate Bond ETF position peaked at $717K in Q4 2021.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.