VCSH β€” VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND

Ownership history in Pointe Capital Management LLC  Β·  38 quarters on record

This page tracks every 13F SEC filing in which Pointe Capital Management LLC reported a position in VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
6.57% (2023 Q2)
πŸ“Š Avg. % of fund
3.87%
πŸ“… First filed
2016 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
38

Position Intelligence

Pointe Capital Management LLC Γ— VCSH AI Analytics

πŸ“‰ Pointe Capital Management LLC underperformed the S&P 500 by –13.2% annually on this VCSH position. Timing score: 64% (23/36 decisions correct). Average cost basis: $68.34. Maximum drawdown during holding period: –8.1%.

πŸ“ˆ Position Alpha vs SPY
-13.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 13.2% ann.
37 quarters analyzed

⏱️ Timing Score
64%

βœ… Decent timing β€” more right than wrong on entries and exits.
23 of 36 add/trim decisions correct

πŸ’° Entry Quality
$68.34
+15.8% vs current ($79.17)

Best entry: $61.52 (2016 Q2)  Β·  Worst: $79.17 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–8.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
78%
buy-side decisions

29 adds Β· 8 trims. Bought during 7 of 9 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 5.5% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VCSH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 138,970 +17,197 +14.1% 5.50% $11.1M $79.17
2025 Q3 ADDED 121,773 +1,417 +1.2% 4.76% $9.7M $78.20
2025 Q2 ADDED 120,356 +2,387 +2.0% 4.97% $9.6M $76.93
2025 Q1 ADDED 117,969 +4,609 +4.1% 5.45% $9.3M $75.55
2024 Q4 ADDED 113,360 +2,130 +1.9% 5.08% $8.8M $74.15
2024 Q3 REDUCED 111,230 -3,930 -3.4% 5.15% $8.8M $74.45
2024 Q2 REDUCED 115,160 -3,958 -3.3% 5.52% $8.9M $71.72
2024 Q1 ADDED 119,118 +1,577 +1.3% 5.63% $9.2M $71.04
2023 Q4 ADDED 117,541 +834 +0.7% 6.32% $9.1M $70.67
2023 Q3 ADDED 116,707 +1,670 +1.5% 6.48% $8.8M $67.84
28 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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