Advus Financial Partners, LLC’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Advus Financial Partners, LLC’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	–	Sell	-4,202	Closed	-$325K	–	217
2024 Q1	$325K	Buy	4,202 +854	+26%	+$65.9K	0.1%	134
2023 Q4	$259K	Sell	3,348 -193	-5%	-$14.6K	0.09%	148
2023 Q3	$266K	Buy	3,541 +26	+0.7%	+$1.96K	0.1%	117
2023 Q2	$266K	Sell	3,515 -109	-3%	-$8.28K	0.1%	121
2023 Q1	$276K	Buy	3,624 +195	+6%	+$14.8K	0.11%	110
2022 Q4	$258K	Buy	3,429 +262	+8%	+$19.6K	0.11%	121
2022 Q3	$235K	Buy	3,167 +91	+3%	+$6.93K	0.13%	110
2022 Q2	$235K	Sell	3,076 -90	-3%	-$6.92K	0.12%	111
2022 Q1	$247K	Buy	+3,166	New	+$252K	0.13%	101
2021 Q3	$210K	Buy	+2,583	New	+$213K	0.12%	101

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Advus Financial Partners, LLC's VCSH Position: Q2 2024 in Review

Advus Financial Partners, LLC sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2024, closing a stake of 4,202 shares — an estimated $325K sold.

Advus Financial Partners, LLC first reported a position in VCSH in Q3 2021 and held it in 10 quarters. The position peaked at $325K in Q1 2024. 1,246 funds tracked by Wall St. Rank hold VCSH as of Q2 2024.

Advus Financial Partners, LLC reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Advus Financial Partners, LLC sold 4,202 Vanguard Short-Term Corporate Bond ETF shares in Q2 2024, an estimated $325K.
Advus Financial Partners, LLC first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2021 and held it in 10 quarters.
Advus Financial Partners, LLC's Vanguard Short-Term Corporate Bond ETF position peaked at $325K in Q1 2024.
1,246 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2024.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2024, filed 25 Aug 2026.