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Advantage Investment Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Advantage Investment Management’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
2019
Q3 		$78K Sell
854
-1,021
-54% -$92.5K 0.06% 267
2019
Q2 		$168K Sell
1,875
-90
-5% -$7.87K 0.13% 164
2019
Q1 		$171K Buy
1,965
+154
+9% +$13.1K 0.13% 164
2018
Q4 		$150K Sell
1,811
-127
-7% -$10.5K 0.11% 176
2018
Q3 		$162K Sell
1,938
-1,235
-39% -$103K 0.11% 174
2018
Q2 		$265K Sell
3,173
-19,333
-86% -$1.62M 0.19% 97
2018
Q1 		$1.91M Buy
22,506
+2,805
+14% +$240K 0.73% 25
2017
Q4 		$1.72M Buy
19,701
+2,442
+14% +$214K 0.53% 40
2017
Q3 		$1.52M Buy
17,259
+3,398
+25% +$299K 0.5% 47
2017
Q2 		$1.21M Buy
13,861
+990
+8% +$86.4K 0.42% 58
2017
Q1 		$1.11M Sell
12,871
-26,449
-67% -$2.27M 0.44% 59
2016
Q4 		$3.37M Buy
39,320
+2,553
+7% +$222K 1.25% 23
2016
Q3 		$3.29M Buy
36,767
+11,683
+47% +$1.05M 1.2% 24
2016
Q2 		$2.24M Buy
25,084
+3,156
+14% +$277K 1.05% 28
2016
Q1 		$1.91M Buy
21,928
+19,738
+901% +$1.67M 0.82% 29
2015
Q4 		$184K Buy
2,190
+1,963
+865% +$167K 0.1% 142
2015
Q3 		$19K Buy
+227
New +$19.3K 0.01% 463

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advantage Investment Management's VCIT Position: Q3 2019 in Review

Advantage Investment Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 54% in Q3 2019, selling an estimated $92.5K and leaving 854 shares worth $78K. The position accounts for 0.06% of the portfolio, ranked #267.

Advantage Investment Management first reported a position in VCIT in Q3 2015 and has held it in 17 quarters since. The position peaked at $3.37M in Q4 2016. 547 funds tracked by Wall St. Rank hold VCIT as of Q3 2019.

  • Advantage Investment Management held 854 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $78K as of Q3 2019.
  • Advantage Investment Management sold 1,021 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2019, an estimated $92.5K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.06% of Advantage Investment Management's portfolio in Q3 2019, its #267 holding.
  • Advantage Investment Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2015 and has held it in 17 quarters since.
  • Advantage Investment Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.37M in Q4 2016.
  • 547 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.