Form 13-F position report

VANGUARD SHT-TERM CORP BD ETF

Reported by Stone Point Wealth LLC

VCSH CUSIP 92206C409 Manager CIK 0001908192

Reported 113,850 shares, up 12,067 (11.9%) from the prior quarter.

Reported value 15.0%; share count 11.9% vs. the prior quarter.

Added
% of reported 13F value 2.92% This manager · Q3 2024
Shares 113,850 Quarter-end amount reported
Reported value $9,041,967 Fair value at quarter end
Consecutive quarters held 12 Through Q3 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 1421000
2022-03-31 1604000
2022-06-30 2005000
2022-09-30 2145000
2022-12-31 2617589
2023-03-31 2493560
2023-06-30 3463942
2023-09-30 3856999
2023-12-31 5292804
2024-03-31 7278814
2024-06-30 7865281
2024-09-30 9041967
2024-12-31 9305813
2025-03-31 7457935
2025-06-30 7260338
2025-09-30 13894312
2025-12-31 16569489
2026-03-31 18345377
2026-06-30 17645976
2026-09-30 18493727

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD SHT-TERM CORP BD ETF held by Stone Point Wealth LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 239,401 +16,119 (7.2%) 4.99% $18,493,727 2026-10-14
Q2 2026 Reduced 223,282 -8,147 (-3.5%) 4.48% $17,645,976 2026-07-23
Q1 2026 Added 231,429 +23,609 (11.4%) 5.11% $18,345,377 2026-04-23
Q4 2025 Added 207,820 +33,989 (19.6%) 4.49% $16,569,489 2026-01-27
Q3 2025 Added 173,831 +82,506 (90.3%) 3.94% $13,894,312 2025-10-22
Q2 2025 Reduced 91,325 -3,151 (-3.3%) 2.25% $7,260,338 2025-07-17
Q1 2025 Reduced 94,476 -24,814 (-20.8%) 2.53% $7,457,935 2025-04-24
Q4 2024 Added 119,290 +5,440 (4.8%) 3.12% $9,305,813 2025-01-28
Q3 2024 Added 113,850 +12,067 (11.9%) 2.92% $9,041,967 2024-10-31
Q2 2024 Added 101,783 +7,632 (8.1%) 2.82% $7,865,281 2024-07-30
Q1 2024 Added 94,151 +25,742 (37.6%) 2.53% $7,278,814 2024-05-01
Q4 2023 Added 68,409 +17,085 (33.3%) 2.03% $5,292,804 2024-01-26
Q3 2023 Added 51,324 +5,541 (12.1%) 1.65% $3,856,999 2023-10-25
Q2 2023 Added 45,783 +13,072 (40.0%) 1.44% $3,463,942 2023-07-25
Q1 2023 Reduced 32,711 -2,102 (-6.0%) 1.11% $2,493,560 2023-04-20
Q4 2022 Added 34,813 +5,949 (20.6%) 1.28% $2,617,589 2023-01-20
Q3 2022 Added 28,864 +2,560 (9.7%) 1.32% $2,145,000 2022-11-03
Q2 2022 Added 26,304 +5,740 (27.9%) 1.2% $2,005,000 2022-07-19
Q1 2022 Added 20,564 +3,110 (17.8%) 0.9% $1,604,000 2022-04-29
Q4 2021 New 17,454 +17,454 (0.0%) 1.15% $1,421,000 2022-02-10

Who else reported the position

1327 managers reported VANGUARD SHT-TERM CORP BD ETF for Q3 2024.

Managers reporting VANGUARD SHT-TERM CORP BD ETF in Q3 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 51,736,981 +411,285 0.33% $4,108,951,052 46 qtrs
PRUDENTIAL PLC Reduced 21,059,755 -884,583 8.4% $1,672,565,742 24 qtrs
MORGAN STANLEY Reduced 16,822,289 -187,471 0.1% $1,336,026,264 46 qtrs
Japan Science & Technology Agency Reduced 14,619,866 -1,429,800 15.35% $1,161,109,758 8 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 7,267,494 -1,171,829 0.19% $577,184,365 46 qtrs
WELLS FARGO & COMPANY MN Reduced 6,121,471 -288,011 0.11% $486,167,276 46 qtrs
ROYAL BANK OF CANADA Reduced 5,539,512 -529,784 0.09% $439,949,000 46 qtrs
VANGUARD GROUP INC Added 5,114,198 +149,067 < 0.01% $406,169,617 43 qtrs
BARINGS LLC Unchanged 5,108,527 0 9.47% $405,719,214 20 qtrs
UBS Group AG Reduced 4,974,708 -51,413 0.09% $395,091,309 40 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2024
Filed
October 31, 2024
Filing type
13F-HR
Position type
SHRT TRM CORP BD

Voting authority reported

Sole
113,850
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.