CAI
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Capital Advisors Inc’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Capital Advisors Inc’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
Q1 		– Sell
-38,897
Closed -$3.01M – 273
2022
Q4 		$3.01M Buy
+38,897
New +$2.99M 0.09% 103

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Advisors Inc's VCIT Position: Q1 2023 in Review

Capital Advisors Inc sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2023, closing a stake of 38,897 shares — an estimated $3.01M sold.

Capital Advisors Inc first reported a position in VCIT in Q4 2022 and held it in 1 quarter. The position peaked at $3.01M in Q4 2022. 905 funds tracked by Wall St. Rank hold VCIT as of Q1 2023.

  • Capital Advisors Inc reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Inc sold 38,897 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2023, an estimated $3.01M.
  • Capital Advisors Inc first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Capital Advisors Inc's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.01M in Q4 2022.
  • 905 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2023.

Based on Capital Advisors Inc's 13F filing for Q1 2023, filed 19 Apr 2023.