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Goldstone Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Goldstone Financial 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
2023
Q2 		– Sell
-73,585
Closed -$5.9M – 175
2023
Q1 		$5.9M Buy
+73,585
New +$5.83M 1.95% 14

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldstone Financial Group's VCIT Position: Q2 2023 in Review

Goldstone Financial Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2023, closing a stake of 73,585 shares — an estimated $5.9M sold.

Goldstone Financial Group first reported a position in VCIT in Q1 2023 and held it in 1 quarter. The position peaked at $5.9M in Q1 2023. 934 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

  • Goldstone Financial Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 73,585 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $5.9M.
  • Goldstone Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Goldstone Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $5.9M in Q1 2023.
  • 934 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on Goldstone Financial Group's 13F filing for Q2 2023, filed 15 Jan 2025.