DBRC
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D.B. Root & Company’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

D.B. Root & Company’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
2022
Q4 		– Sell
-4,625
Closed -$350K – 164
2022
Q3 		$350K Buy
4,625
+1
+0% +$80 0.16% 121
2022
Q2 		$370K Sell
4,624
-294
-6% -$24K 0.16% 125
2022
Q1 		$423K Buy
4,918
+15
+0.3% +$1.33K 0.16% 135
2021
Q4 		$454K Sell
4,903
-2,966
-38% -$278K 0.16% 136
2021
Q3 		$742K Sell
7,869
-740
-9% -$70.6K 0.29% 96
2021
Q2 		$818K Sell
8,609
-310
-3% -$29.2K 0.31% 89
2021
Q1 		$829K Sell
8,919
-414
-4% -$39.3K 0.33% 83
2020
Q4 		$906K Sell
9,333
-890
-9% -$85.8K 0.36% 70
2020
Q3 		$979K Sell
10,223
-658
-6% -$63.3K 0.39% 67
2020
Q2 		$1.03M Sell
10,881
-1,293
-11% -$119K 0.45% 57
2020
Q1 		$1.06M Sell
12,174
-2,900
-19% -$264K 0.54% 44
2019
Q4 		$1.38M Sell
15,074
-1,910
-11% -$174K 0.61% 31
2019
Q3 		$1.55M Sell
16,984
-2,738
-14% -$248K 0.72% 27
2019
Q2 		$1.77M Sell
19,722
-7,730
-28% -$676K 0.79% 26
2019
Q1 		$2.38M Sell
27,452
-81,214
-75% -$6.88M 1.02% 17
2018
Q4 		$9M Buy
108,666
+3,900
+4% +$322K 4.48% 3
2018
Q3 		$8.75M Buy
104,766
+18,755
+22% +$1.57M 3.86% 3
2018
Q2 		$7.18M Buy
86,011
+18,210
+27% +$1.52M 3.39% 3
2018
Q1 		$5.75M Buy
67,801
+18,815
+38% +$1.61M 3.04% 3
2017
Q4 		$4.28M Buy
+48,986
New +$4.29M 3.67% 7

Other funds holding VCIT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

D.B. Root & Company's VCIT Position: Q4 2022 in Review

D.B. Root & Company sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 4,625 shares — an estimated $350K sold.

D.B. Root & Company first reported a position in VCIT in Q4 2017 and held it in 20 quarters. The position peaked at $9M in Q4 2018. 894 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

  • D.B. Root & Company reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • D.B. Root & Company sold 4,625 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $350K.
  • D.B. Root & Company first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • D.B. Root & Company's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $9M in Q4 2018.
  • 894 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on D.B. Root & Company's 13F filing for Q4 2022, filed 27 Jan 2023.