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Concourse Financial Group Securities’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Concourse Financial Group Securities’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
-5,625
Closed -$452K – 1974
2024
Q4 		$452K Buy
5,625
+667
+13% +$54.4K 0.03% 503
2024
Q3 		$415K Buy
4,958
+2,165
+78% +$178K 0.02% 505
2024
Q2 		$223K Sell
2,793
-41
-1% -$3.25K 0.01% 665
2024
Q1 		$228K Buy
2,834
+307
+12% +$24.6K 0.01% 630
2023
Q4 		$205K Sell
2,527
-125
-5% -$9.66K 0.01% 651
2023
Q3 		$201K Buy
2,652
+98
+4% +$7.62K 0.02% 613
2023
Q2 		$202K Sell
2,554
-765
-23% -$60.8K 0.02% 639
2023
Q1 		$266K Buy
3,319
+1,335
+67% +$106K 0.02% 568
2022
Q4 		$154K Sell
1,984
-28
-1% -$2.15K 0.01% 690
2022
Q3 		$152K Sell
2,012
-149
-7% -$11.9K 0.01% 602
2022
Q2 		$173K Sell
2,161
-3,236
-60% -$264K 0.01% 631
2022
Q1 		$464K Sell
5,397
-889
-14% -$78.9K 0.03% 439
2021
Q4 		$583K Sell
6,286
-150
-2% -$14K 0.03% 447
2021
Q3 		$608K Buy
6,436
+3
+0% +$286 0.04% 434
2021
Q2 		$612K Buy
6,433
+169
+3% +$15.9K 0.04% 426
2021
Q1 		$583K Sell
6,264
-486
-7% -$46.2K 0.04% 397
2020
Q4 		$656K Buy
6,750
+5
+0.1% +$482 0.05% 332
2020
Q3 		$646K Sell
6,745
-209
-3% -$20.1K 0.06% 281
2020
Q2 		$662K Buy
6,954
+2,843
+69% +$262K 0.06% 247
2020
Q1 		$358K Sell
4,111
-150
-4% -$13.6K 0.04% 328
2019
Q4 		$389K Buy
4,261
+2,831
+198% +$258K 0.04% 341
2019
Q3 		$130K Sell
1,430
-4,611
-76% -$418K 0.03% 382
2019
Q2 		$543K Sell
6,041
-471
-7% -$41.2K 0.05% 248
2019
Q1 		$565K Buy
6,512
+419
+7% +$35.5K 0.06% 239
2018
Q4 		$504K Buy
6,093
+5,183
+570% +$427K 0.06% 246
2018
Q3 		$76K Buy
+910
New +$76.2K 0.02% 493

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concourse Financial Group Securities's VCIT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 5,625 shares — an estimated $452K sold.

Concourse Financial Group Securities first reported a position in VCIT in Q3 2018 and held it in 26 quarters. The position peaked at $662K in Q2 2020. 1,182 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,625 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $452K.
  • Concourse Financial Group Securities first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $662K in Q2 2020.
  • 1,182 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.