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Bell Rock Capital’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bell Rock Capital’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
2022
Q3 		$277K Buy
+3,654
New +$293K 0.34% 71
2022
Q2 		– Sell
-4,032
Closed -$337K – 117
2022
Q1 		$337K Sell
4,032
-117
-3% -$10.4K 0.31% 71
2021
Q4 		$383K Buy
+4,149
New +$388K 0.28% 73
2020
Q3 		$433K Buy
4,516
+1,207
+36% +$116K 0.53% 38
2020
Q2 		$315K Buy
3,309
+391
+13% +$36K 0.41% 49
2020
Q1 		$254K Buy
2,918
+136
+5% +$12.4K 0.39% 52
2019
Q4 		$254K Buy
2,782
+1,792
+181% +$163K 0.22% 88
2019
Q3 		$91K Sell
990
-50
-5% -$4.53K 0.08% 159
2019
Q2 		$93K Sell
1,040
-60
-5% -$5.25K 0.08% 155
2019
Q1 		$95K Sell
1,100
-535
-33% -$45.4K 0.05% 178
2018
Q4 		$135K Sell
1,635
-662
-29% -$54.6K 0.09% 144
2018
Q3 		$191K Sell
2,297
-295
-11% -$24.7K 0.09% 138
2018
Q2 		$217K Buy
2,592
+7
+0.3% +$585 0.11% 119
2018
Q1 		$218K Buy
2,585
+16
+0.6% +$1.37K 0.12% 117
2017
Q4 		$223K Buy
2,569
+40
+2% +$3.51K 0.12% 121
2017
Q3 		$221K Buy
2,529
+1,113
+79% +$97.9K 0.13% 121
2017
Q2 		$123K Sell
1,416
-527
-27% -$46K 0.08% 158
2017
Q1 		$168K Sell
1,943
-1,263
-39% -$109K 0.16% 90
2016
Q4 		$277K Buy
+3,206
New +$279K 0.29% 64

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $171B AUM 24.68% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bell Rock Capital's VCIT Position: Q3 2022 in Review

Bell Rock Capital opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022: 3,654 shares worth $277K. The stake represents 0.34% of the portfolio and ranks #71 among its holdings. This is a return to the name: Bell Rock Capital previously reported a position in VCIT as recently as Q1 2022.

Bell Rock Capital first reported a position in VCIT in Q4 2016 and has held it in 19 quarters since. The position peaked at $433K in Q3 2020. 853 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

  • Bell Rock Capital held 3,654 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $277K as of Q3 2022.
  • Vanguard Intermediate-Term Corporate Bond ETF was a new Bell Rock Capital position in Q3 2022.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.34% of Bell Rock Capital's portfolio in Q3 2022, its #71 holding.
  • Bell Rock Capital first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and has held it in 19 quarters since.
  • Bell Rock Capital's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $433K in Q3 2020.
  • 853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.