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

Evercore 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 Q2	–	Sell	-2,889	Closed	-$249K	–	431
2022 Q1	$249K	Sell	2,889 -1,079	-27%	-$95.8K	﹤0.01%	385
2021 Q4	$368K	Sell	3,968 -179	-4%	-$16.8K	0.01%	326
2021 Q3	$392K	Sell	4,147 -114	-3%	-$10.9K	0.01%	318
2021 Q2	$405K	Sell	4,261 -35	-0.8%	-$3.29K	0.01%	321
2021 Q1	$400K	Buy	4,296 +484	+13%	+$46K	0.01%	325
2020 Q4	$370K	Buy	3,812 +74	+2%	+$7.13K	0.01%	330
2020 Q3	$358K	Buy	3,738 +1,160	+45%	+$112K	0.01%	298
2020 Q2	$245K	Hold	2,578	–	–	0.01%	332
2020 Q1	$225K	Buy	+2,578	New	+$235K	0.01%	329
2019 Q3	–	Sell	-4,844	Closed	-$435K	–	421
2019 Q2	$435K	Buy	4,844 +826	+21%	+$72.2K	0.01%	290
2019 Q1	$349K	Buy	4,018 +592	+17%	+$50.2K	0.01%	312
2018 Q4	$284K	Sell	3,426 -1,000	-23%	-$82.4K	0.01%	317
2018 Q3	$370K	Hold	4,426	–	–	0.01%	313
2018 Q2	$370K	Hold	4,426	–	–	0.01%	300
2018 Q1	$376K	Sell	4,426 -50	-1%	-$4.27K	0.01%	276
2017 Q4	$391K	Hold	4,476	–	–	0.01%	281
2017 Q3	$394K	Buy	4,476 +3,476	+348%	+$306K	0.02%	277
2017 Q2	$88K	Hold	1,000	–	–	﹤0.01%	496
2017 Q1	$86K	Hold	1,000	–	–	﹤0.01%	511
2016 Q4	$86K	Hold	1,000	–	–	﹤0.01%	525
2016 Q3	$90K	Hold	1,000	–	–	﹤0.01%	499
2016 Q2	$89K	Hold	1,000	–	–	﹤0.01%	482
2016 Q1	$87K	Hold	1,000	–	–	﹤0.01%	474
2015 Q4	$84K	Hold	1,000	–	–	﹤0.01%	502
2015 Q3	$85K	Hold	1,000	–	–	﹤0.01%	508
2015 Q2	$85K	Hold	1,000	–	–	﹤0.01%	548
2015 Q1	$88K	Buy	+1,000	New	+$87.4K	﹤0.01%	547

Other funds holding VCIT

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

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 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Evercore Wealth Management's VCIT Position: Q2 2022 in Review

Evercore Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2022, closing a stake of 2,889 shares — an estimated $249K sold.

Evercore Wealth Management first reported a position in VCIT in Q1 2015 and held it in 27 quarters. The position peaked at $435K in Q2 2019. 864 funds tracked by Wall St. Rank hold VCIT as of Q2 2022.

Evercore Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Evercore Wealth Management sold 2,889 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2022, an estimated $249K.
Evercore Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2015 and held it in 27 quarters.
Evercore Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $435K in Q2 2019.
864 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.