Windsor Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Windsor Financial Group’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	$9.1M	Buy	113,680 +4,832	+4%	+$386K	4.25%	2
2017 Q1	$8.68M	Sell	108,848 -4,229	-4%	-$336K	3.98%	2
2016 Q4	$8.97M	Buy	113,077 +4,264	+4%	+$340K	4.24%	2
2016 Q3	$8.77M	Sell	108,813 -4,408	-4%	-$356K	4.11%	2
2016 Q2	$9.15M	Buy	113,221 +32,052	+39%	+$2.57M	4.18%	1
2016 Q1	$6.5M	Buy	81,169 +9,732	+14%	+$770K	2.97%	3
2015 Q4	$5.64M	Sell	71,437 -25	-0%	-$1.99K	2.75%	7
2015 Q3	$5.7M	Buy	71,462 +152	+0.2%	+$12.1K	2.74%	8
2015 Q2	$5.67M	Buy	+71,310	New	+$5.7M	2.45%	10

Other funds holding VCSH

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Windsor Financial Group's VCSH Position: Q2 2017 in Review

Windsor Financial Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.4% in Q2 2017, buying an estimated $386K and bringing the position to 113,680 shares worth $9.1M. The position accounts for 4.25% of the portfolio, ranked #2.

Windsor Financial Group first reported a position in VCSH in Q2 2015 and has held it in 9 quarters since. The position peaked at $9.15M in Q2 2016. 558 funds tracked by Wall St. Rank hold VCSH as of Q2 2017.

Windsor Financial Group held 113,680 shares of Vanguard Short-Term Corporate Bond ETF worth $9.1M as of Q2 2017.
Windsor Financial Group bought 4,832 Vanguard Short-Term Corporate Bond ETF shares in Q2 2017, an estimated $386K.
Vanguard Short-Term Corporate Bond ETF made up 4.25% of Windsor Financial Group's portfolio in Q2 2017, its #2 holding.
Windsor Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2015 and has held it in 9 quarters since.
Windsor Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $9.15M in Q2 2016.
558 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.