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

Callan 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 Q4	–	Sell	-18,540	Closed	-$1.4M	–	195
2022 Q3	$1.4M	Buy	18,540 +4,476	+32%	+$359K	0.23%	51
2022 Q2	$1.13M	Sell	14,064 -184	-1%	-$15K	0.17%	56
2022 Q1	$1.23M	Buy	14,248 +40	+0.3%	+$3.55K	0.17%	59
2021 Q4	$1.32M	Buy	14,208 +145	+1%	+$13.6K	0.19%	51
2021 Q3	$1.33M	Buy	14,063 +57	+0.4%	+$5.44K	0.22%	44
2021 Q2	$1.33M	Buy	14,006 +3,946	+39%	+$371K	0.23%	43
2021 Q1	$936K	Buy	10,060 +27	+0.3%	+$2.57K	0.17%	52
2020 Q4	$975K	Buy	10,033 +76	+0.8%	+$7.32K	0.2%	50
2020 Q3	$954K	Buy	9,957 +1,633	+20%	+$157K	0.21%	47
2020 Q2	$792K	Buy	8,324 +3,618	+77%	+$333K	0.2%	51
2020 Q1	$410K	Buy	4,706 +17	+0.4%	+$1.55K	0.13%	56
2019 Q4	$428K	Buy	4,689 +19	+0.4%	+$1.73K	0.12%	51
2019 Q3	$426K	Hold	4,670	–	–	0.12%	48
2019 Q2	$420K	Hold	4,670	–	–	0.14%	47
2019 Q1	$406K	Hold	4,670	–	–	0.13%	50
2018 Q4	$387K	Buy	+4,670	New	+$385K	0.14%	44

Other funds holding VCIT

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

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 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

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

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

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

JSTA

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

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

Callan Capital's VCIT Position: Q4 2022 in Review

Callan Capital sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 18,540 shares — an estimated $1.4M sold.

Callan Capital first reported a position in VCIT in Q4 2018 and held it in 16 quarters. The position peaked at $1.4M in Q3 2022. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Callan Capital reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Callan Capital sold 18,540 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $1.4M.
Callan Capital first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
Callan Capital's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.4M in Q3 2022.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Callan Capital's 13F filing for Q4 2022, filed 13 Feb 2023.