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Executive Wealth Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Executive Wealth Group’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 		$9.9M Buy
122,947
+81,992
+200% +$6.58M 2.06% 14
2023
Q4 		$3.33M Sell
40,955
-2,450
-6% -$189K 2.12% 14
2023
Q3 		$3.3M Sell
43,405
-324
-0.7% -$25.2K 2.34% 12
2023
Q2 		$3.46M Buy
43,729
+73
+0.2% +$5.8K 2.33% 12
2023
Q1 		$3.5M Buy
43,656
+45
+0.1% +$3.57K 2.48% 12
2022
Q4 		$3.38M Buy
43,611
+83
+0.2% +$6.38K 2.58% 12
2022
Q3 		$3.29M Sell
43,528
-958
-2% -$76.8K 2.83% 12
2022
Q2 		$3.56M Buy
44,486
+50
+0.1% +$4.08K 2.75% 12
2022
Q1 		$3.82M Buy
44,436
+31
+0.1% +$2.75K 2.51% 13
2021
Q4 		$4.12M Buy
44,405
+100
+0.2% +$9.36K 2.55% 13
2021
Q3 		$4.18M Buy
44,305
+32
+0.1% +$3.06K 2.56% 14
2021
Q2 		$4.21M Sell
44,273
-587
-1% -$55.2K 2.49% 16
2021
Q1 		$4.17M Buy
44,860
+20
+0% +$1.9K 2.57% 15
2020
Q4 		$4.36M Buy
44,840
+12
+0% +$1.16K 2.94% 13
2020
Q3 		$4.29M Buy
44,828
+35
+0.1% +$3.37K 3.3% 12
2020
Q2 		$4.26M Sell
44,793
-1,464
-3% -$135K 3.41% 12
2020
Q1 		$4.03M Buy
46,257
+36
+0.1% +$3.27K 3.86% 11
2019
Q4 		$4.22M Sell
46,221
-499
-1% -$45.5K 3.2% 10
2019
Q3 		$4.26M Buy
46,720
+83
+0.2% +$7.52K 3.41% 9
2019
Q2 		$4.19M Sell
46,637
-371
-0.8% -$32.5K 3.21% 9
2019
Q1 		$4.08M Sell
47,008
-225
-0.5% -$19.1K 3.18% 9
2018
Q4 		$3.91M Sell
47,233
-394
-0.8% -$32.5K 3.69% 10
2018
Q3 		$3.98M Buy
47,627
+36
+0.1% +$3.02K 3.3% 10
2018
Q2 		$3.97M Sell
47,591
-569
-1% -$47.6K 3.54% 10
2018
Q1 		$4.09M Buy
48,160
+8
+0% +$684 3.52% 10
2017
Q4 		$4.21M Buy
+48,152
New +$4.22M 3.76% 9

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Executive Wealth Group's VCIT Position: Q1 2024 in Review

Executive Wealth Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 200% in Q1 2024, buying an estimated $6.58M and bringing the position to 122,947 shares worth $9.9M. The position accounts for 2.06% of the portfolio, ranked #14.

Executive Wealth Group first reported a position in VCIT in Q4 2017 and has held it in 26 quarters since. 1,050 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

  • Executive Wealth Group held 122,947 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $9.9M as of Q1 2024.
  • Executive Wealth Group bought 81,992 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $6.58M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 2.06% of Executive Wealth Group's portfolio in Q1 2024, its #14 holding.
  • Executive Wealth Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.