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Bleakley Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bleakley Financial Group’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
Q3 		– Sell
-8,004
Closed -$633K – 956
2023
Q2 		$633K Sell
8,004
-1,369
-15% -$109K 0.02% 522
2023
Q1 		$752K Buy
+9,373
New +$743K 0.03% 460

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bleakley Financial Group's VCIT Position: Q3 2023 in Review

Bleakley Financial Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 8,004 shares — an estimated $633K sold.

Bleakley Financial Group first reported a position in VCIT in Q1 2023 and held it in 2 quarters. The position peaked at $752K in Q1 2023. 927 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

  • Bleakley Financial Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 8,004 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $633K.
  • Bleakley Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Bleakley Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $752K in Q1 2023.
  • 927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Bleakley Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.