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Covenant Multifamily Offices’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Covenant Multifamily Offices’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
2021
Q3 		$360K Hold
3,816
– – 0.06% 164
2021
Q2 		$363K Hold
3,816
– – 0.07% 161
2021
Q1 		$355K Hold
3,816
– – 0.07% 137
2020
Q4 		$371K Buy
+3,816
New +$368K 0.07% 96

Other funds holding VCIT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Covenant Multifamily Offices's VCIT Position: Q3 2021 in Review

Covenant Multifamily Offices held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q3 2021 at 3,816 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #164.

Covenant Multifamily Offices first reported a position in VCIT in Q4 2020 and has held it in 4 quarters since. The position peaked at $371K in Q4 2020. 850 funds tracked by Wall St. Rank hold VCIT as of Q3 2021.

  • Covenant Multifamily Offices held 3,816 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $360K as of Q3 2021.
  • Covenant Multifamily Offices left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q3 2021.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.06% of Covenant Multifamily Offices's portfolio in Q3 2021, its #164 holding.
  • Covenant Multifamily Offices first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • Covenant Multifamily Offices's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $371K in Q4 2020.
  • 850 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.