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Connectus Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-78,938
Closed -$6.43M – 518
2023
Q4 		$6.43M Buy
+78,938
New +$6.1M 0.13% 149
2023
Q1 		– Sell
-20,236
Closed -$1.57M – 468
2022
Q4 		$1.57M Buy
+20,236
New +$1.56M 0.04% 231

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Connectus Wealth's VCIT Position: Q1 2024 in Review

Connectus Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 78,938 shares — an estimated $6.43M sold.

Connectus Wealth first reported a position in VCIT in Q4 2022 and held it in 2 quarters. The position peaked at $6.43M in Q4 2023. 1,046 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

  • Connectus Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 78,938 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $6.43M.
  • Connectus Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Connectus Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.43M in Q4 2023.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.