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Whitney & Co’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-1,100
Closed -$85K – 453
2018
Q3 		$85K Hold
1,100
– – 0.02% 147
2018
Q2 		$86K Hold
1,100
– – 0.02% 133
2018
Q1 		$86K Buy
+1,100
New +$86.6K 0.02% 140

Other funds holding VCSH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitney & Co's VCSH Position: Q4 2018 in Review

Whitney & Co sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q4 2018, closing a stake of 1,100 shares — an estimated $85K sold.

Whitney & Co first reported a position in VCSH in Q1 2018 and held it in 3 quarters. The position peaked at $86K in Q2 2018. 695 funds tracked by Wall St. Rank hold VCSH as of Q4 2018.

  • Whitney & Co reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 1,100 Vanguard Short-Term Corporate Bond ETF shares in Q4 2018, an estimated $85K.
  • Whitney & Co first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's Vanguard Short-Term Corporate Bond ETF position peaked at $86K in Q2 2018.
  • 695 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.