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

Capstone Triton 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
2024 Q4	$910K	Sell	11,334 -1,162	-9%	-$94.9K	0.57%	61
2024 Q3	$1.05M	Buy	12,496 +2,172	+21%	+$179K	0.67%	56
2024 Q2	$825K	Buy	10,324 +1,895	+22%	+$150K	0.58%	59
2024 Q1	$679K	Buy	8,429 +328	+4%	+$26.3K	0.48%	65
2023 Q4	$658K	Buy	8,101 +4,410	+119%	+$341K	0.48%	61
2023 Q3	$280K	Buy	3,691 +500	+16%	+$38.9K	0.21%	88
2023 Q2	$252K	Sell	3,191 -801	-20%	-$63.6K	0.17%	89
2023 Q1	$320K	Buy	3,992 +384	+11%	+$30.4K	0.24%	78
2022 Q4	$280K	Buy	+3,608	New	+$277K	0.22%	83
2021 Q1	–	Sell	-226	Closed	-$22K	–	307
2020 Q4	$22K	Buy	+226	New	+$21.8K	0.01%	272

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capstone Triton Financial Group's VCIT Position: Q4 2024 in Review

Capstone Triton Financial Group reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 9.3% in Q4 2024, selling an estimated $94.9K and leaving 11,334 shares worth $910K. The position accounts for 0.57% of the portfolio, ranked #61.

Capstone Triton Financial Group first reported a position in VCIT in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.05M in Q3 2024. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Capstone Triton Financial Group held 11,334 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $910K as of Q4 2024.
Capstone Triton Financial Group sold 1,162 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $94.9K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.57% of Capstone Triton Financial Group's portfolio in Q4 2024, its #61 holding.
Capstone Triton Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 10 quarters since.
Capstone Triton Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.05M in Q3 2024.
1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.