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

AdvicePeriod’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
2021 Q2	$58.1M	Buy	611,295 +41,899	+7%	+$3.94M	3.78%	6
2021 Q1	$53M	Buy	569,396 +97,999	+21%	+$9.31M	3.76%	6
2020 Q4	$45.8M	Buy	471,397 +170,477	+57%	+$16.4M	3.52%	6
2020 Q3	$28.8M	Buy	300,920 +112,935	+60%	+$10.9M	2.61%	10
2020 Q2	$17.9M	Buy	187,985 +40,993	+28%	+$3.77M	1.95%	16
2020 Q1	$12.8M	Buy	146,992 +46,008	+46%	+$4.19M	1.33%	21
2019 Q4	$9.23M	Buy	100,984 +84,846	+526%	+$7.74M	0.81%	24
2019 Q3	$1.48M	Buy	16,138 +2,480	+18%	+$225K	0.14%	57
2019 Q2	$1.24M	Sell	13,658 -104	-0.8%	-$9.1K	0.12%	60
2019 Q1	$1.2M	Buy	13,762 +125	+0.9%	+$10.6K	0.12%	63
2018 Q4	$1.14M	Buy	13,637 +5,734	+73%	+$473K	0.13%	61
2018 Q3	$668K	Buy	+7,903	New	+$662K	0.07%	67

Other funds holding VCIT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AdvicePeriod's VCIT Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.4% in Q2 2021, buying an estimated $3.94M and bringing the position to 611,295 shares worth $58.1M. The position accounts for 3.78% of the portfolio, ranked #6.

AdvicePeriod first reported a position in VCIT in Q3 2018 and has held it in 12 quarters since. 836 funds tracked by Wall St. Rank hold VCIT as of Q2 2021.

AdvicePeriod held 611,295 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $58.1M as of Q2 2021.
AdvicePeriod bought 41,899 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2021, an estimated $3.94M.
Vanguard Intermediate-Term Corporate Bond ETF made up 3.78% of AdvicePeriod's portfolio in Q2 2021, its #6 holding.
AdvicePeriod first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2018 and has held it in 12 quarters since.
836 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.