XF
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XML Financial’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

XML Financial’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
2023
Q3 		– Sell
-2,761
Closed -$209K – 342
2023
Q2 		$209K Buy
+2,761
New +$210K 0.02% 316
2022
Q4 		– Sell
-2,727
Closed -$203K – 343
2022
Q3 		$203K Sell
2,727
-133,324
-98% -$10.2M 0.03% 287
2022
Q2 		$10.4M Buy
+136,051
New +$10.5M 2.35% 10

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial's VCSH Position: Q3 2023 in Review

XML Financial sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2023, closing a stake of 2,761 shares — an estimated $209K sold.

XML Financial first reported a position in VCSH in Q2 2022 and held it in 3 quarters. The position peaked at $10.4M in Q2 2022. 1,216 funds tracked by Wall St. Rank hold VCSH as of Q3 2023.

  • XML Financial reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • XML Financial sold 2,761 Vanguard Short-Term Corporate Bond ETF shares in Q3 2023, an estimated $209K.
  • XML Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
  • XML Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $10.4M in Q2 2022.
  • 1,216 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2023.

Based on XML Financial's 13F filing for Q3 2023, filed 6 Nov 2023.