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Asset Planning Services (Pennsylvania)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		$425K Buy
4,586
+27
+0.6% +$2.53K 0.2% 57
2021
Q3 		$430K Buy
4,559
+19
+0.4% +$1.81K 0.21% 57
2021
Q2 		$432K Sell
4,540
-15
-0.3% -$1.41K 0.21% 53
2021
Q1 		$424K Sell
4,555
-411
-8% -$39.1K 0.2% 57
2020
Q4 		$482K Sell
4,966
-4,523
-48% -$436K 0.23% 53
2020
Q3 		$909K Buy
9,489
+3,899
+70% +$375K 0.39% 37
2020
Q2 		$532K Buy
5,590
+3,182
+132% +$293K 0.23% 52
2020
Q1 		$210K Buy
2,408
+5
+0.2% +$455 0.1% 71
2019
Q4 		$224K Buy
2,403
+32
+1% +$2.92K 0.09% 73
2019
Q3 		$216K Buy
2,371
+1,682
+244% +$152K 0.09% 74
2019
Q2 		$62K Buy
689
+6
+0.9% +$525 0.03% 122
2019
Q1 		$59K Buy
683
+4
+0.6% +$339 0.03% 119
2018
Q4 		$56K Buy
679
+4
+0.6% +$330 0.03% 117
2018
Q3 		$56K Buy
675
+10
+2% +$838 0.03% 124
2018
Q2 		$55K Buy
665
+5
+0.8% +$418 0.03% 122
2018
Q1 		$56K Buy
660
+2
+0.3% +$171 0.03% 121
2017
Q4 		$58K Buy
658
+3
+0.5% +$263 0.03% 126
2017
Q3 		$58K Buy
655
+3
+0.5% +$264 0.03% 132
2017
Q2 		$57K Buy
652
+314
+93% +$27.4K 0.04% 130
2017
Q1 		$29K Hold
338
– – 0.02% 172
2016
Q4 		$29K Buy
+338
New +$29.4K 0.02% 152
2015
Q3 		– Sell
-2,070
Closed -$177K – 250
2015
Q2 		$177K Buy
+2,070
New +$179K 0.17% 54

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VCIT Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.59% in Q4 2021, buying an estimated $2.53K and bringing the position to 4,586 shares worth $425K. The position accounts for 0.2% of the portfolio, ranked #57.

Asset Planning Services (Pennsylvania) first reported a position in VCIT in Q2 2015 and has held it in 22 quarters since. The position peaked at $909K in Q3 2020. 928 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 4,586 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $425K as of Q4 2021.
  • Asset Planning Services (Pennsylvania) bought 27 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $2.53K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.2% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #57 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2015 and has held it in 22 quarters since.
  • Asset Planning Services (Pennsylvania)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $909K in Q3 2020.
  • 928 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.