DWM
VCIT icon

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

Dakota Wealth 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
2022
Q4 		– Sell
-5,723
Closed -$433K – 635
2022
Q3 		$433K Sell
5,723
-2,637
-32% -$211K 0.04% 363
2022
Q2 		$669K Sell
8,360
-1,957
-19% -$160K 0.06% 238
2022
Q1 		$888K Buy
10,317
+322
+3% +$28.6K 0.07% 206
2021
Q4 		$927K Sell
9,995
-724
-7% -$67.8K 0.1% 165
2021
Q3 		$1.01M Sell
10,719
-257
-2% -$24.5K 0.12% 152
2021
Q2 		$1.04M Hold
10,976
– – 0.12% 150
2021
Q1 		$1.02M Sell
10,976
-11
-0.1% -$1.04K 0.13% 145
2020
Q4 		$1.07M Sell
10,987
-608
-5% -$58.6K 0.14% 140
2020
Q3 		$1.11M Hold
11,595
– – 0.18% 114
2020
Q2 		$1.1M Buy
11,595
+1,090
+10% +$100K 0.19% 118
2020
Q1 		$915K Hold
10,505
– – 0.2% 109
2019
Q4 		$959K Sell
10,505
-324
-3% -$29.5K 0.15% 132
2019
Q3 		$988K Sell
10,829
-403
-4% -$36.5K 0.17% 120
2019
Q2 		$1.01M Sell
11,232
-74
-0.7% -$6.47K 0.19% 109
2019
Q1 		$982K Sell
11,306
-1,442
-11% -$122K 0.2% 117
2018
Q4 		$1.06M Sell
12,748
-700
-5% -$57.7K 0.24% 87
2018
Q3 		$1.12M Sell
13,448
-782
-5% -$65.5K 0.25% 91
2018
Q2 		$1.19M Sell
14,230
-310
-2% -$25.9K 0.33% 72
2018
Q1 		$1.23M Sell
14,540
-635
-4% -$54.3K 0.64% 35
2017
Q4 		$1.33M Sell
15,175
-27
-0.2% -$2.37K 0.7% 35
2017
Q3 		$1.34M Sell
15,202
-30
-0.2% -$2.64K 0.72% 34
2017
Q2 		$1.33M Sell
15,232
-2,678
-15% -$234K 0.74% 35
2017
Q1 		$1.55M Sell
17,910
-388
-2% -$33.4K 0.9% 26
2016
Q4 		$1.57M Sell
18,298
-6,263
-25% -$545K 1.01% 23
2016
Q3 		$2.2M Buy
24,561
+43
+0.2% +$3.85K 1.43% 21
2016
Q2 		$2.19M Sell
24,518
-202
-0.8% -$17.7K 1.47% 20
2016
Q1 		$2.15M Sell
24,720
-1,174
-5% -$99.6K 1.54% 20
2015
Q4 		$2.18M Sell
25,894
-181
-0.7% -$15.4K 1.48% 20
2015
Q3 		$2.23M Sell
26,075
-907
-3% -$76.9K 1.53% 20
2015
Q2 		$2.3M Sell
26,982
-1,054
-4% -$91.2K 1.39% 20
2015
Q1 		$2.46M Sell
28,036
-451
-2% -$39.4K 1.46% 20
2014
Q4 		$2.45M Buy
+28,487
New +$2.46M 1.53% 20

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $171B AUM 24.68% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dakota Wealth Management's VCIT Position: Q4 2022 in Review

Dakota Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2022, closing a stake of 5,723 shares — an estimated $433K sold.

Dakota Wealth Management first reported a position in VCIT in Q4 2014 and held it in 32 quarters. The position peaked at $2.46M in Q1 2015. 896 funds tracked by Wall St. Rank hold VCIT as of Q4 2022.

  • Dakota Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 5,723 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2022, an estimated $433K.
  • Dakota Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2014 and held it in 32 quarters.
  • Dakota Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.46M in Q1 2015.
  • 896 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2022.

Based on Dakota Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.