Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Vanguard Short Term Corporate Bond ETF shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Vanguard Short Term Corporate Bond ETF (VCSH) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Vanguard Short Term Corporate Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short Term Corporate Bond ETF held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short Term Corporate Bond ETF by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $824k 11k 77.37
2023-09-30 $800k 11k 75.15
2023-06-30 $806k 11k 75.66
2023-03-31 $822k 11k 76.23
2018-12-31 $300k 3.9k 77.92
2018-09-30 $301k 3.9k 78.18
2018-06-30 $301k 3.9k 78.18
2018-03-31 $302k 3.9k 78.44
2017-12-31 $305k 3.9k 79.22
2017-09-30 $304k 3.8k 80.00
2017-06-30 $318k 4.0k 80.10
2017-03-31 $342k 4.3k 79.63
2016-12-31 $254k 3.2k 79.38
2016-09-30 $258k 3.2k 80.62
2016-06-30 $259k 3.2k 80.94
2016-03-31 $256k 3.2k 80.00
2015-12-31 $253k 3.2k 79.06
2015-09-30 $265k 3.3k 79.70
2015-06-30 $255k 3.2k 79.69
2015-03-31 $277k 3.5k 80.29
2014-12-31 $255k 3.2k 79.69
2014-09-30 $256k 3.2k 80.00
2014-06-30 $257k 3.2k 80.31
2014-03-31 $160k 2.0k 80.00
2013-12-31 $160k 2.0k 80.00

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Vanguard Short Term Corporate Bond ETF

Bank of America Corporation
Interactive Financial Advisors
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Vanguard Group
Nepc
Mercer Global Advisors
Bnp Paribas Arbitrage, Snc
Carlson Capital Management
Goldman Sachs Group
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Fisher Investments
CI Private Wealth

View all funds holding Vanguard Short Term Corporate Bond ETF