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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return