Cassady Schiller Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Cassady Schiller Wealth Management’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	$249K	Buy	3,107 +1	+0%	+$82	0.09%	105
2024 Q3	$260K	Sell	3,106 -36	-1%	-$2.96K	0.1%	103
2024 Q2	$251K	Sell	3,142 -387	-11%	-$30.7K	0.1%	97
2024 Q1	$284K	Sell	3,529 -271	-7%	-$21.7K	0.13%	90
2023 Q4	$309K	Sell	3,800 -443	-10%	-$34.2K	0.16%	76
2023 Q3	$322K	Sell	4,243 -789	-16%	-$61.4K	0.18%	75
2023 Q2	$398K	Sell	5,032 -3,212	-39%	-$255K	0.22%	71
2023 Q1	$661K	Sell	8,244 -150	-2%	-$11.9K	0.31%	49
2022 Q4	$651K	Sell	8,394 -4,263	-34%	-$328K	0.4%	51
2022 Q3	$958K	Buy	12,657 +276	+2%	+$22.1K	0.55%	39
2022 Q2	$991K	Sell	12,381 -1,881	-13%	-$154K	0.52%	38
2022 Q1	$1.23M	Buy	14,262 +899	+7%	+$79.8K	0.59%	33
2021 Q4	$1.24M	Buy	+13,363	New	+$1.25M	0.75%	28

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cassady Schiller Wealth Management's VCIT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.03% in Q4 2024, buying an estimated $82 and bringing the position to 3,107 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #105.

Cassady Schiller Wealth Management first reported a position in VCIT in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2021. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Cassady Schiller Wealth Management held 3,107 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $249K as of Q4 2024.
Cassady Schiller Wealth Management bought 1 Vanguard Intermediate-Term Corporate Bond ETF share in Q4 2024, an estimated $82.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.09% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #105 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.24M in Q4 2021.
1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.