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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		– Sell
-11,396
Closed -$954K – 193
2024
Q3 		$954K Buy
11,396
+261
+2% +$21.5K 0.02% 142
2024
Q2 		$890K Sell
11,135
-1,435
-11% -$114K 0.02% 140
2024
Q1 		$1.01M Sell
12,570
-3,197
-20% -$257K 0.02% 132
2023
Q4 		$1.28M Buy
+15,767
New +$1.22M 0.03% 120
2023
Q1 		– Sell
-12,853
Closed -$996K – 206
2022
Q4 		$996K Buy
+12,853
New +$988K 0.04% 136
2022
Q3 		– Sell
-20,076
Closed -$1.61M – 165
2022
Q2 		$1.61M Sell
20,076
-3,353
-14% -$274K 0.07% 114
2022
Q1 		$2.02M Sell
23,429
-7,512
-24% -$667K 0.07% 105
2021
Q4 		$2.87M Sell
30,941
-5,156
-14% -$483K 0.1% 83
2021
Q3 		$3.41M Sell
36,097
-10,151
-22% -$969K 0.13% 70
2021
Q2 		$4.4M Sell
46,248
-20,950
-31% -$1.97M 0.18% 64
2021
Q1 		$6.25M Sell
67,198
-224,623
-77% -$21.3M 0.3% 49
2020
Q4 		$28.3M Buy
291,821
+53,654
+23% +$5.17M 1.39% 22
2020
Q3 		$22.8M Buy
238,167
+45,578
+24% +$4.38M 1.29% 24
2020
Q2 		$18.3M Buy
+192,589
New +$17.7M 1.12% 28
2016
Q1 		– Sell
-10,266
Closed -$863K – 116
2015
Q4 		$863K Sell
10,266
-333
-3% -$28.3K 0.15% 80
2015
Q3 		$905K Sell
10,599
-396
-4% -$33.6K 0.17% 77
2015
Q2 		$938K Buy
+10,995
New +$951K 0.19% 66

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VCIT Position: Q4 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 11,396 shares — an estimated $954K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VCIT in Q2 2015 and held it in 17 quarters. The position peaked at $28.3M in Q4 2020. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,396 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $954K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2015 and held it in 17 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $28.3M in Q4 2020.
  • 1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.