DFPG Investments’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

DFPG Investments’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
2023 Q4	$7.12M	Buy	88,166 +78,398	+803%	+$6.06M	0.56%	35
2023 Q3	$740K	Buy	9,768 +982	+11%	+$76.4K	0.07%	257
2023 Q2	$698K	Buy	8,786 +689	+9%	+$54.8K	0.06%	305
2023 Q1	$650K	Buy	8,097 +378	+5%	+$30K	0.07%	282
2022 Q4	$616K	Buy	+7,719	New	+$593K	0.1%	221

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DFPG Investments's VCIT Position: Q4 2023 in Review

DFPG Investments increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 803% in Q4 2023, buying an estimated $6.06M and bringing the position to 88,166 shares worth $7.12M. The position accounts for 0.56% of the portfolio, ranked #35.

DFPG Investments first reported a position in VCIT in Q4 2022 and has held it in 5 quarters since. 1,041 funds tracked by Wall St. Rank hold VCIT as of Q4 2023.

DFPG Investments held 88,166 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $7.12M as of Q4 2023.
DFPG Investments bought 78,398 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2023, an estimated $6.06M.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.56% of DFPG Investments's portfolio in Q4 2023, its #35 holding.
DFPG Investments first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
1,041 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.