Cerity Partners OCIO’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Cerity Partners OCIO’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	$303K	Sell	3,905 -452	-10%	-$34.8K	0.01%	369
2022 Q3	$330K	Sell	4,357 -397	-8%	-$31.8K	0.01%	359
2022 Q2	$380K	Buy	4,754 +989	+26%	+$80.7K	0.01%	336
2022 Q1	$324K	Buy	3,765 +79	+2%	+$7.01K	0.01%	353
2021 Q4	$342K	Sell	3,686 -844	-19%	-$79K	0.01%	350
2021 Q3	$428K	Buy	4,530 +5	+0.1%	+$477	0.01%	321
2021 Q2	$430K	Sell	4,525 -34	-0.7%	-$3.2K	0.01%	313
2021 Q1	$424K	Sell	4,559 -2,609	-36%	-$248K	0.02%	302
2020 Q4	$696K	Buy	7,168 +145	+2%	+$14K	0.03%	209
2020 Q3	$673K	Sell	7,023 -1,328	-16%	-$128K	0.03%	193
2020 Q2	$794K	Buy	8,351 +3,670	+78%	+$338K	0.04%	178
2020 Q1	$408K	Buy	4,681 +2,235	+91%	+$203K	0.02%	219
2019 Q4	$227K	Buy	+2,446	New	+$223K	0.01%	312
2015 Q1	–	Sell	-8,420	Closed	-$723K	–	239
2014 Q4	$723K	Buy	8,420 +3,556	+73%	+$307K	0.09%	100
2014 Q3	$417K	Buy	+4,864	New	+$420K	0.06%	135

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

Cerity Partners OCIO's VCIT Position: Q4 2022 in Review

Cerity Partners OCIO reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 10% in Q4 2022, selling an estimated $34.8K and leaving 3,905 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #369.

Cerity Partners OCIO first reported a position in VCIT in Q3 2014 and has held it in 15 quarters since. The position peaked at $794K in Q2 2020. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

Cerity Partners OCIO held 3,905 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $303K as of Q4 2022.
Cerity Partners OCIO sold 452 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $34.8K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #369 holding.
Cerity Partners OCIO first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2014 and has held it in 15 quarters since.
Cerity Partners OCIO's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $794K in Q2 2020.
896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.