Baron Silver Stevens Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Baron Silver Stevens Financial 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
2023 Q4	–	Sell	-2,901	Closed	-$220K	–	118
2023 Q3	$220K	Hold	2,901	–	–	0.05%	97
2023 Q2	$229K	Buy	2,901 +81	+3%	+$6.44K	0.05%	100
2023 Q1	$226K	Sell	2,820 -81	-3%	-$6.42K	0.06%	96
2022 Q4	$225K	Buy	+2,901	New	+$223K	0.06%	89
2021 Q1	–	Sell	-81	Closed	-$7K	–	445
2020 Q4	$7K	Buy	+81	New	+$7.8K	﹤0.01%	292

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

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

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

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

Baron Silver Stevens Financial Advisors's VCIT Position: Q4 2023 in Review

Baron Silver Stevens Financial Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 2,901 shares — an estimated $220K sold.

Baron Silver Stevens Financial Advisors first reported a position in VCIT in Q4 2020 and held it in 5 quarters. The position peaked at $229K in Q2 2023. 1,044 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

Baron Silver Stevens Financial Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 2,901 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $220K.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Baron Silver Stevens Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $229K in Q2 2023.
1,044 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.