Addison Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Addison Advisors’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,488	Closed	-$120K	–	793
2024 Q1	$120K	Buy	+1,488	New	+$119K	0.04%	270
2023 Q4	–	Sell	-8	Closed	-$608	–	726
2023 Q3	$608	Hold	8	–	–	﹤0.01%	630
2023 Q2	$633	Sell	8 -41	-84%	-$3.26K	﹤0.01%	591
2023 Q1	$3.93K	Buy	49 +12	+32%	+$951	﹤0.01%	526
2022 Q4	$2.87K	Buy	+37	New	+$2.85K	﹤0.01%	538

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Addison Advisors's VCIT Position: Q2 2024 in Review

Addison Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 1,488 shares — an estimated $120K sold.

Addison Advisors first reported a position in VCIT in Q4 2022 and held it in 5 quarters. The position peaked at $120K in Q1 2024. 1,052 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Addison Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Addison Advisors sold 1,488 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $120K.
Addison Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Addison Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $120K in Q1 2024.
1,052 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Addison Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.