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

Excalibur 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
2024 Q1	–	Sell	-2,505	Closed	-$204K	–	163
2023 Q4	$204K	Buy	+2,505	New	+$194K	0.1%	151
2022 Q1	–	Sell	-3,725	Closed	-$346K	–	162
2021 Q4	$346K	Sell	3,725 -225	-6%	-$21.1K	0.14%	124
2021 Q3	$373K	Buy	3,950 +700	+22%	+$66.8K	0.16%	117
2021 Q2	$309K	Hold	3,250	–	–	0.14%	123
2021 Q1	$302K	Buy	3,250 +525	+19%	+$49.9K	0.15%	123
2020 Q4	$265K	Sell	2,725 -250	-8%	-$24.1K	0.14%	121
2020 Q3	$285K	Buy	2,975 +400	+16%	+$38.5K	0.17%	103
2020 Q2	$245K	Sell	2,575 -1,095	-30%	-$101K	0.16%	100
2020 Q1	$320K	Buy	+3,670	New	+$334K	0.25%	70

Other funds holding VCIT

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

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

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

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

JSTA

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Excalibur Management's VCIT Position: Q1 2024 in Review

Excalibur Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 2,505 shares — an estimated $204K sold.

Excalibur Management first reported a position in VCIT in Q1 2020 and held it in 9 quarters. The position peaked at $373K in Q3 2021. 1,047 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Excalibur Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Excalibur Management sold 2,505 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $204K.
Excalibur Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Excalibur Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $373K in Q3 2021.
1,047 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Excalibur Management's 13F filing for Q1 2024, filed 13 May 2024.