Financial Architects (New Jersey)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$243K	Buy	3,071 +124	+4%	+$9.85K	0.04%	291
2023 Q1	$236K	Buy	2,947 +221	+8%	+$17.5K	0.04%	289
2022 Q4	$211K	Sell	2,726 -70	-3%	-$5.38K	0.04%	311
2022 Q3	$212K	Buy	+2,796	New	+$224K	0.04%	297
2022 Q2	–	Sell	-4,545	Closed	-$391K	–	281
2022 Q1	$391K	Buy	4,545 +175	+4%	+$15.5K	0.06%	227
2021 Q4	$405K	Sell	4,370 -1,396	-24%	-$131K	0.05%	228
2021 Q3	$544K	Buy	5,766 +1,216	+27%	+$116K	0.08%	189
2021 Q2	$433K	Buy	4,550 +236	+5%	+$22.2K	0.06%	221
2021 Q1	$401K	Buy	+4,314	New	+$410K	0.06%	224
2020 Q3	–	Sell	-505	Closed	-$48K	–	747
2020 Q2	$48K	Buy	+505	New	+$46.5K	0.01%	428
2018 Q4	–	Sell	-107	Closed	-$9K	–	1507
2018 Q3	$9K	Sell	107 -52	-33%	-$4.36K	﹤0.01%	1144
2018 Q2	$13K	Sell	159 -126	-44%	-$10.5K	﹤0.01%	928
2018 Q1	$24K	Sell	285 -3	-1%	-$256	﹤0.01%	836
2017 Q4	$25K	Buy	288 +126	+78%	+$11K	﹤0.01%	914
2017 Q3	$14K	Buy	162 +134	+479%	+$11.8K	﹤0.01%	1054
2017 Q2	$2K	Hold	28	–	–	﹤0.01%	1443
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	1466
2016 Q4	$2K	Sell	28 -905	-97%	-$78.7K	﹤0.01%	1304
2016 Q3	$84K	Buy	933 +5	+0.5%	+$447	0.02%	431
2016 Q2	$83K	Buy	928 +899	+3,100%	+$78.8K	0.02%	412
2016 Q1	$3K	Buy	+29	New	+$2.46K	﹤0.01%	997
2015 Q3	–	Sell	-310	Closed	-$26K	–	888
2015 Q2	$26K	Hold	310	–	–	0.01%	583
2015 Q1	$27K	Hold	310	–	–	0.01%	517
2014 Q4	$27K	Buy	+310	New	+$26.8K	0.01%	463

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

JSTA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s VCIT Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 4.2% in Q2 2023, buying an estimated $9.85K and bringing the position to 3,071 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #291.

Financial Architects (New Jersey) first reported a position in VCIT in Q4 2014 and has held it in 24 quarters since. The position peaked at $544K in Q3 2021. 934 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

Financial Architects (New Jersey) held 3,071 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $243K as of Q2 2023.
Financial Architects (New Jersey) bought 124 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $9.85K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #291 holding.
Financial Architects (New Jersey) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2014 and has held it in 24 quarters since.
Financial Architects (New Jersey)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $544K in Q3 2021.
934 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.