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

Ballentine Partners’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
2025 Q1	–	Sell	-4,301	Closed	-$345K	–	1002
2024 Q4	$345K	Buy	+4,301	New	+$351K	0.01%	544
2020 Q2	–	Sell	-3,711	Closed	-$323K	–	389
2020 Q1	$323K	Sell	3,711 -3,201	-46%	-$291K	0.02%	237
2019 Q4	$631K	Hold	6,912	–	–	0.03%	198
2019 Q3	$631K	Buy	+6,912	New	+$626K	0.03%	190
2017 Q4	–	Sell	-1,483	Closed	-$131K	–	421
2017 Q3	$131K	Buy	1,483 +726	+96%	+$63.9K	0.01%	372
2017 Q2	$66K	Buy	+757	New	+$66.1K	﹤0.01%	396

Other funds holding VCIT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ballentine Partners's VCIT Position: Q1 2025 in Review

Ballentine Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 4,301 shares — an estimated $345K sold.

Ballentine Partners first reported a position in VCIT in Q2 2017 and held it in 6 quarters. The position peaked at $631K in Q4 2019. 1,185 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

Ballentine Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Ballentine Partners sold 4,301 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $345K.
Ballentine Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2017 and held it in 6 quarters.
Ballentine Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $631K in Q4 2019.
1,185 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Ballentine Partners's 13F filing for Q1 2025, filed 1 May 2025.