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Colorado Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Colorado Capital 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
2023
Q4 		– Sell
-4,494
Closed -$341K – 82
2023
Q3 		$341K Sell
4,494
-1,577
-26% -$123K 0.26% 57
2023
Q2 		$479K Sell
6,071
-1,414
-19% -$112K 0.35% 44
2023
Q1 		$600K Sell
7,485
-8,653
-54% -$686K 0.47% 43
2022
Q4 		$704K Sell
16,138
-477
-3% -$36.7K 0.59% 40
2022
Q3 		$1.26M Sell
16,615
-7,042
-30% -$564K 1.09% 29
2022
Q2 		$1.89M Sell
23,657
-4,038
-15% -$330K 1.54% 24
2022
Q1 		$2.38M Sell
27,695
-1,476
-5% -$131K 1.71% 24
2021
Q4 		$2.71M Sell
29,171
-941
-3% -$88.1K 1.82% 23
2021
Q3 		$2.84M Sell
30,112
-5,471
-15% -$522K 2.01% 20
2021
Q2 		$3.38M Sell
35,583
-6,536
-16% -$615K 2.28% 19
2021
Q1 		$3.92M Sell
42,119
-3,331
-7% -$317K 2.8% 14
2020
Q4 		$4.42M Sell
45,450
-1,322
-3% -$127K 3.21% 12
2020
Q3 		$4.48M Sell
46,772
-3,444
-7% -$331K 3.7% 9
2020
Q2 		$4.77M Sell
50,216
-6,807
-12% -$626K 4.15% 6
2020
Q1 		$4.97M Sell
57,023
-5,317
-9% -$484K 4.6% 4
2019
Q4 		$5.69M Sell
62,340
-2,257
-3% -$206K 4.06% 7
2019
Q3 		$5.89M Sell
64,597
-2,815
-4% -$255K 4.41% 4
2019
Q2 		$6.06M Sell
67,412
-1,160
-2% -$101K 4.5% 4
2019
Q1 		$5.96M Sell
68,572
-985
-1% -$83.5K 4.47% 5
2018
Q4 		$5.76M Buy
69,557
+6,370
+10% +$525K 4.81% 2
2018
Q3 		$5.28M Buy
63,187
+11,086
+21% +$929K 3.8% 7
2018
Q2 		$4.35M Buy
52,101
+34,447
+195% +$2.88M 2.95% 11
2018
Q1 		$1.5M Buy
17,654
+6,511
+58% +$556K 1% 32
2017
Q4 		$973K Buy
11,143
+7,311
+191% +$641K 0.68% 41
2017
Q3 		$337K Buy
+3,832
New +$337K 0.25% 54

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Colorado Capital Management's VCIT Position: Q4 2023 in Review

Colorado Capital Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2023, closing a stake of 4,494 shares — an estimated $341K sold.

Colorado Capital Management first reported a position in VCIT in Q3 2017 and held it in 25 quarters. The position peaked at $6.06M in Q2 2019. 1,044 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

  • Colorado Capital Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Colorado Capital Management sold 4,494 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $341K.
  • Colorado Capital Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2017 and held it in 25 quarters.
  • Colorado Capital Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.06M in Q2 2019.
  • 1,044 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on Colorado Capital Management's 13F filing for Q4 2023, filed 19 Jan 2024.