Clifford Swan Investment Counsel’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Clifford Swan Investment Counsel’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
2025 Q1	–	Sell	-3,042	Closed	-$244K	–	314
2024 Q4	$244K	Buy	3,042 +26	+0.9%	+$2.12K	0.01%	284
2024 Q3	$253K	Buy	3,016 +24	+0.8%	+$1.97K	0.01%	289
2024 Q2	$239K	Sell	2,992 -13	-0.4%	-$1.03K	0.01%	283
2024 Q1	$242K	Hold	3,005	–	–	0.01%	284
2023 Q4	$244K	Sell	3,005 -211	-7%	-$16.3K	0.01%	279
2023 Q3	$244K	Hold	3,216	–	–	0.01%	271
2023 Q2	$254K	Sell	3,216 -5,000	-61%	-$397K	0.01%	277
2023 Q1	$659K	Hold	8,216	–	–	0.03%	194
2022 Q4	$637K	Sell	8,216 -300	-4%	-$23.1K	0.03%	193
2022 Q3	$644K	Hold	8,516	–	–	0.03%	191
2022 Q2	$681K	Hold	8,516	–	–	0.03%	200
2022 Q1	$733K	Buy	8,516 +211	+3%	+$18.7K	0.03%	204
2021 Q4	$770K	Hold	8,305	–	–	0.03%	203
2021 Q3	$778K	Hold	8,305	–	–	0.03%	206
2021 Q2	$798K	Hold	8,305	–	–	0.03%	194
2021 Q1	$773K	Hold	8,305	–	–	0.03%	196
2020 Q4	$807K	Buy	8,305 +470	+6%	+$45.3K	0.04%	192
2020 Q3	$751K	Buy	7,835 +3,000	+62%	+$289K	0.04%	190
2020 Q2	$460K	Buy	4,835 +1,357	+39%	+$125K	0.02%	216
2020 Q1	$303K	Buy	3,478 +382	+12%	+$34.8K	0.02%	237
2019 Q4	$283K	Sell	3,096 -135	-4%	-$12.3K	0.01%	269
2019 Q3	$295K	Buy	3,231 +216	+7%	+$19.6K	0.02%	258
2019 Q2	$271K	Hold	3,015	–	–	0.01%	272
2019 Q1	$262K	Hold	3,015	–	–	0.01%	272
2018 Q4	$250K	Sell	3,015 -150	-5%	-$12.4K	0.02%	267
2018 Q3	$264K	Hold	3,165	–	–	0.01%	276
2018 Q2	$264K	Sell	3,165 -910	-22%	-$76.1K	0.01%	270
2018 Q1	$346K	Hold	4,075	–	–	0.02%	244
2017 Q4	$356K	Hold	4,075	–	–	0.02%	240
2017 Q3	$359K	Hold	4,075	–	–	0.02%	241
2017 Q2	$357K	Hold	4,075	–	–	0.02%	245
2017 Q1	$352K	Sell	4,075 -1,218	-23%	-$105K	0.02%	232
2016 Q4	$454K	Hold	5,293	–	–	0.03%	201
2016 Q3	$474K	Sell	5,293 -407	-7%	-$36.4K	0.03%	198
2016 Q2	$510K	Sell	5,700 -250	-4%	-$21.9K	0.04%	185
2016 Q1	$517K	Hold	5,950	–	–	0.04%	190
2015 Q4	$500K	Hold	5,950	–	–	0.03%	198
2015 Q3	$508K	Hold	5,950	–	–	0.04%	185
2015 Q2	$508K	Hold	5,950	–	–	0.03%	188
2015 Q1	$522K	Hold	5,950	–	–	0.03%	185
2014 Q4	$512K	Sell	5,950 -25	-0.4%	-$2.16K	0.03%	187
2014 Q3	$512K	Hold	5,975	–	–	0.04%	183
2014 Q2	$517K	Sell	5,975 -1,300	-18%	-$112K	0.03%	186
2014 Q1	$618K	Buy	7,275 +1,200	+20%	+$101K	0.04%	169
2013 Q4	$502K	Sell	6,075 -2,404	-28%	-$201K	0.04%	165
2013 Q3	$707K	Buy	8,479 +2,025	+31%	+$168K	0.06%	140
2013 Q2	$536K	Buy	+6,454	New	+$561K	0.04%	151

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clifford Swan Investment Counsel's VCIT Position: Q1 2025 in Review

Clifford Swan Investment Counsel sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 3,042 shares — an estimated $244K sold.

Clifford Swan Investment Counsel first reported a position in VCIT in Q2 2013 and held it in 47 quarters. The position peaked at $807K in Q4 2020. 1,182 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

Clifford Swan Investment Counsel reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Clifford Swan Investment Counsel sold 3,042 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $244K.
Clifford Swan Investment Counsel first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and held it in 47 quarters.
Clifford Swan Investment Counsel's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $807K in Q4 2020.
1,182 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2025, filed 6 May 2025.