Epic Trust Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Epic Trust Investment Advisors’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
2024 Q2	$287K	Sell	3,590 -326	-8%	-$25.9K	0.32%	81
2024 Q1	$315K	Sell	3,916 -490	-11%	-$39.3K	0.39%	74
2023 Q4	$358K	Sell	4,406 -2,772	-39%	-$214K	0.48%	56
2023 Q3	$545K	Buy	7,178 +762	+12%	+$59.3K	0.86%	35
2023 Q2	$507K	Sell	6,416 -4,175	-39%	-$332K	0.72%	39
2023 Q1	$850K	Buy	10,591 +7,994	+308%	+$634K	1.04%	25
2022 Q4	$201K	Buy	+2,597	New	+$200K	0.3%	95

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

Epic Trust Investment Advisors's VCIT Position: Q2 2024 in Review

Epic Trust Investment Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8.3% in Q2 2024, selling an estimated $25.9K and leaving 3,590 shares worth $287K. The position accounts for 0.32% of the portfolio, ranked #81.

Epic Trust Investment Advisors first reported a position in VCIT in Q4 2022 and has held it in 7 quarters since. The position peaked at $850K in Q1 2023. 1,053 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

Epic Trust Investment Advisors held 3,590 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $287K as of Q2 2024.
Epic Trust Investment Advisors sold 326 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $25.9K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.32% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #81 holding.
Epic Trust Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
Epic Trust Investment Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $850K in Q1 2023.
1,053 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.