Discretionary Management Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Discretionary Management Services’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
2014 Q2	–	Sell	-30,150	Closed	-$2.56M	–	8
2014 Q1	$2.56M	Sell	30,150 -127,231	-81%	-$10.7M	8.99%	4
2013 Q4	$13M	Buy	157,381 +20,047	+15%	+$1.68M	18.09%	3
2013 Q3	$11.5M	Sell	137,334 -6,866	-5%	-$570K	14.44%	4
2013 Q2	$12M	Buy	+144,200	New	+$12.5M	14.86%	3

Other funds holding VCIT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAS

INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Discretionary Management Services's VCIT Position: Q2 2014 in Review

Discretionary Management Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2014, closing a stake of 30,150 shares — an estimated $2.56M sold.

Discretionary Management Services first reported a position in VCIT in Q2 2013 and held it in 4 quarters. The position peaked at $13M in Q4 2013. 170 funds tracked by Wall St. Rank hold VCIT as of Q2 2014.

Discretionary Management Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
Discretionary Management Services sold 30,150 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2014, an estimated $2.56M.
Discretionary Management Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
Discretionary Management Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $13M in Q4 2013.
170 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2014.

Based on Discretionary Management Services's 13F filing for Q2 2014, filed 15 Aug 2014.