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

Winfield Associates’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 Q1	$3.54M	Buy	45,326 +1,815	+4%	+$144K	1.28%	14
2021 Q4	$3.54M	Sell	43,511 -49	-0.1%	-$4K	1.18%	21
2021 Q3	$3.59M	Buy	43,560 +440	+1%	+$36.4K	1.33%	15
2021 Q2	$3.57M	Buy	43,120 +3,650	+9%	+$302K	1.31%	14
2021 Q1	$3.26M	Buy	39,470 +1,327	+3%	+$110K	1.33%	14
2020 Q4	$3.17M	Buy	38,143 +9,108	+31%	+$756K	1.34%	17
2020 Q3	$2.41M	Buy	29,035 +5,406	+23%	+$448K	1.15%	24
2020 Q2	$1.95M	Buy	23,629 +17,959	+317%	+$1.46M	1%	29
2020 Q1	$448K	Buy	5,670 +688	+14%	+$55.3K	0.28%	72
2019 Q4	$404K	Sell	4,982 -554	-10%	-$44.9K	0.19%	89
2019 Q3	$449K	Buy	+5,536	New	+$447K	0.22%	83

Other funds holding VCSH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Winfield Associates's VCSH Position: Q1 2022 in Review

Winfield Associates increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.2% in Q1 2022, buying an estimated $144K and bringing the position to 45,326 shares worth $3.54M. The position accounts for 1.28% of the portfolio, ranked #14.

Winfield Associates first reported a position in VCSH in Q3 2019 and has held it in 11 quarters since. The position peaked at $3.59M in Q3 2021. 1,256 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Winfield Associates held 45,326 shares of Vanguard Short-Term Corporate Bond ETF worth $3.54M as of Q1 2022.
Winfield Associates bought 1,815 Vanguard Short-Term Corporate Bond ETF shares in Q1 2022, an estimated $144K.
Vanguard Short-Term Corporate Bond ETF made up 1.28% of Winfield Associates's portfolio in Q1 2022, its #14 holding.
Winfield Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2019 and has held it in 11 quarters since.
Winfield Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $3.59M in Q3 2021.
1,256 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.