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

Wipfli Financial 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
2022
Q3 		$174K Sell
2,347
-4,272
-65% -$326K 0.01% 491
2022
Q2 		$505K Buy
+6,619
New +$509K 0.05% 54

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 $424B AUM 22.96% 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

Wipfli Financial Advisors's VCSH Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 65% in Q3 2022, selling an estimated $326K and leaving 2,347 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #491.

Wipfli Financial Advisors first reported a position in VCSH in Q2 2022 and has held it in 2 quarters since. The position peaked at $505K in Q2 2022. 1,234 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

  • Wipfli Financial Advisors held 2,347 shares of Vanguard Short-Term Corporate Bond ETF worth $174K as of Q3 2022.
  • Wipfli Financial Advisors sold 4,272 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $326K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #491 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • Wipfli Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $505K in Q2 2022.
  • 1,234 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.