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Wunderlich Capital Managemnt’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Wunderlich Capital Managemnt’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
2024
Q2 		$4.49M Buy
58,148
+605
+1% +$46.5K 2.01% 12
2024
Q1 		$4.45M Sell
57,543
-3,930
-6% -$303K 2.01% 12
2023
Q4 		$4.76M Sell
61,473
-1,773
-3% -$134K 2.14% 12
2023
Q3 		$4.75M Sell
63,246
-620
-1% -$46.8K 2.35% 9
2023
Q2 		$4.83M Buy
63,866
+443
+0.7% +$33.7K 2.37% 10
2023
Q1 		$4.83M Buy
63,423
+446
+0.7% +$33.8K 2.52% 10
2022
Q4 		$4.74M Buy
+62,977
New +$4.71M 2.64% 6

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wunderlich Capital Managemnt's VCSH Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.1% in Q2 2024, buying an estimated $46.5K and bringing the position to 58,148 shares worth $4.49M. The position accounts for 2.01% of the portfolio, ranked #12.

Wunderlich Capital Managemnt first reported a position in VCSH in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.83M in Q1 2023. 1,243 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

  • Wunderlich Capital Managemnt held 58,148 shares of Vanguard Short-Term Corporate Bond ETF worth $4.49M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 605 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $46.5K.
  • Vanguard Short-Term Corporate Bond ETF made up 2.01% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #12 holding.
  • Wunderlich Capital Managemnt first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
  • Wunderlich Capital Managemnt's Vanguard Short-Term Corporate Bond ETF position peaked at $4.83M in Q1 2023.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.