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

WFG 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
2017 Q2	$634K	Buy	7,917 +3,864	+95%	+$309K	0.14%	167
2017 Q1	$323K	Sell	4,053 -4,836	-54%	-$385K	0.09%	244
2016 Q4	$706K	Buy	8,889 +8,087	+1,008%	+$645K	0.17%	154
2016 Q3	$65K	Buy	802 +402	+101%	+$32.4K	0.02%	641
2016 Q2	$32K	Sell	400 -4,083	-91%	-$327K	0.01%	818
2016 Q1	$359K	Buy	4,483 +4,086	+1,029%	+$323K	0.1%	208
2015 Q4	$31K	Sell	397 -147	-27%	-$11.7K	0.01%	786
2015 Q3	$43K	Hold	544	–	–	0.01%	696
2015 Q2	$43K	Sell	544 -1,524	-74%	-$122K	0.01%	768
2015 Q1	$166K	Sell	2,068 -6,913	-77%	-$553K	0.05%	400
2014 Q4	$715K	Buy	8,981 +505	+6%	+$40.4K	0.14%	155
2014 Q3	$677K	Sell	8,476 -186	-2%	-$14.9K	0.13%	194
2014 Q2	$696K	Buy	8,662 +1,921	+28%	+$154K	0.13%	191
2014 Q1	$539K	Sell	6,741 -1,668	-20%	-$133K	0.11%	228
2013 Q4	$671K	Buy	8,409 +1,106	+15%	+$88.4K	0.1%	244
2013 Q3	$581K	Sell	7,303 -1,424	-16%	-$113K	0.09%	253
2013 Q2	$690K	Buy	+8,727	New	+$699K	0.11%	204

Other funds holding VCSH

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's VCSH Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 95% in Q2 2017, buying an estimated $309K and bringing the position to 7,917 shares worth $634K. The position accounts for 0.14% of the portfolio, ranked #167.

WFG Advisors first reported a position in VCSH in Q2 2013 and has held it in 17 quarters since. The position peaked at $715K in Q4 2014. 559 funds tracked by Wall St. Rank hold VCSH as of Q2 2017.

WFG Advisors held 7,917 shares of Vanguard Short-Term Corporate Bond ETF worth $634K as of Q2 2017.
WFG Advisors bought 3,864 Vanguard Short-Term Corporate Bond ETF shares in Q2 2017, an estimated $309K.
Vanguard Short-Term Corporate Bond ETF made up 0.14% of WFG Advisors's portfolio in Q2 2017, its #167 holding.
WFG Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $715K in Q4 2014.
559 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.