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

Arete Wealth 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
Q4 		– Sell
-3,825
Closed -$320K – 793
2024
Q3 		$320K Sell
3,825
-9,875
-72% -$812K 0.03% 501
2024
Q2 		$1.09M Buy
13,700
+749
+6% +$59.5K 0.09% 214
2024
Q1 		$1.04M Buy
12,951
+831
+7% +$66.7K 0.1% 203
2023
Q4 		$985K Buy
12,120
+4,246
+54% +$328K 0.08% 257
2023
Q3 		$598K Sell
7,874
-4,867
-38% -$379K 0.1% 208
2023
Q2 		$1.01M Sell
12,741
-1,654
-11% -$131K 0.09% 220
2023
Q1 		$1.16M Sell
14,395
-1,220
-8% -$96.7K 0.09% 189
2022
Q4 		$1.21M Buy
15,615
+2,793
+22% +$215K 0.11% 174
2022
Q3 		$970K Sell
12,822
-159,341
-93% -$12.8M 0.09% 185
2022
Q2 		$13.8M Buy
172,163
+13,449
+8% +$1.1M 1.39% 16
2022
Q1 		$13.7M Buy
158,714
+19,398
+14% +$1.72M 1.14% 20
2021
Q4 		$12.9M Buy
139,316
+4,922
+4% +$461K 1.1% 22
2021
Q3 		$12.7M Buy
134,394
+16,694
+14% +$1.59M 1.4% 18
2021
Q2 		$11.1M Buy
117,700
+22,790
+24% +$2.14M 1.56% 16
2021
Q1 		$8.83M Buy
94,910
+12,473
+15% +$1.19M 1.13% 16
2020
Q4 		$8.01M Buy
82,437
+412
+0.5% +$39.7K 1.13% 18
2020
Q3 		$7.86M Buy
82,025
+4,392
+6% +$422K 1.18% 17
2020
Q2 		$7.39M Sell
77,633
-12,184
-14% -$1.12M 1.28% 13
2020
Q1 		$7.82M Buy
89,817
+50,246
+127% +$4.57M 1.54% 12
2019
Q4 		$3.61M Buy
39,571
+35,188
+803% +$3.21M 0.63% 33
2019
Q3 		$400K Sell
4,383
-673
-13% -$61K 0.08% 251
2019
Q2 		$454K Buy
5,056
+12
+0.2% +$1.05K 0.09% 232
2019
Q1 		$438K Buy
5,044
+536
+12% +$45.4K 0.09% 227
2018
Q4 		$374K Buy
+4,508
New +$372K 0.09% 232
2018
Q1 		– Sell
-5,108
Closed -$446K – 348
2017
Q4 		$446K Buy
+5,108
New +$448K 0.15% 186

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arete Wealth Advisors's VCIT Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 3,825 shares — an estimated $320K sold.

Arete Wealth Advisors first reported a position in VCIT in Q4 2017 and held it in 25 quarters. The position peaked at $13.8M in Q2 2022. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,825 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $320K.
  • Arete Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 25 quarters.
  • Arete Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $13.8M in Q2 2022.
  • 1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.