Emerson Investment Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Emerson Investment 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
2016 Q1	$757K	Buy	8,703 +1,063	+14%	+$90.2K	0.14%	79
2015 Q4	$642K	Sell	7,640 -75	-1%	-$6.37K	0.13%	80
2015 Q3	$659K	Buy	7,715 +175	+2%	+$14.8K	0.13%	82
2015 Q2	$643K	Buy	7,540 +560	+8%	+$48.4K	0.12%	90
2015 Q1	$612K	Buy	+6,980	New	+$610K	0.11%	97
2014 Q4	–	Sell	-80	Closed	-$7K	–	191
2014 Q3	$7K	Buy	+80	New	+$6.9K	﹤0.01%	195

Other funds holding VCIT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Emerson Investment Management's VCIT Position: Q1 2016 in Review

Emerson Investment Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 14% in Q1 2016, buying an estimated $90.2K and bringing the position to 8,703 shares worth $757K. The position accounts for 0.14% of the portfolio, ranked #79.

Emerson Investment Management first reported a position in VCIT in Q3 2014 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold VCIT as of Q1 2016.

Emerson Investment Management held 8,703 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $757K as of Q1 2016.
Emerson Investment Management bought 1,063 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2016, an estimated $90.2K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.14% of Emerson Investment Management's portfolio in Q1 2016, its #79 holding.
Emerson Investment Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2014 and has held it in 6 quarters since.
291 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.