Badgley, Phelps & Bell’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Badgley, Phelps & Bell’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
2016 Q4	–	Sell	-82,924	Closed	-$7.43M	–	157
2016 Q3	$7.43M	Buy	82,924 +41,475	+100%	+$3.71M	0.65%	70
2016 Q2	$3.71M	Buy	41,449 +1,737	+4%	+$152K	0.34%	101
2016 Q1	$3.45M	Buy	39,712 +4,178	+12%	+$355K	0.32%	106
2015 Q4	$2.99M	Buy	+35,534	New	+$3.02M	0.29%	107

Other funds holding VCIT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Badgley, Phelps & Bell's VCIT Position: Q4 2016 in Review

Badgley, Phelps & Bell sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2016, closing a stake of 82,924 shares — an estimated $7.43M sold.

Badgley, Phelps & Bell first reported a position in VCIT in Q4 2015 and held it in 4 quarters. The position peaked at $7.43M in Q3 2016. 363 funds tracked by Wall St. Rank hold VCIT as of Q4 2016.

Badgley, Phelps & Bell reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Badgley, Phelps & Bell sold 82,924 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2016, an estimated $7.43M.
Badgley, Phelps & Bell first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2015 and held it in 4 quarters.
Badgley, Phelps & Bell's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $7.43M in Q3 2016.
363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2016.

Based on Badgley, Phelps & Bell's 13F filing for Q4 2016, filed 7 Feb 2017.