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

Gray 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
2024
Q4 		$3.95M Buy
49,224
+19,157
+64% +$1.56M 1.5% 17
2024
Q3 		$2.52M Buy
30,067
+8,327
+38% +$685K 0.99% 25
2024
Q2 		$1.74M Buy
21,740
+2,292
+12% +$182K 0.75% 30
2024
Q1 		$1.57M Sell
19,448
-366
-2% -$29.4K 0.7% 34
2023
Q4 		$1.61M Buy
19,814
+590
+3% +$45.6K 0.78% 30
2023
Q3 		$1.46M Sell
19,224
-490
-2% -$38.1K 0.75% 33
2023
Q2 		$1.56M Buy
19,714
+1,274
+7% +$101K 0.78% 32
2023
Q1 		$1.48M Buy
18,440
+3,555
+24% +$282K 0.81% 31
2022
Q4 		$1.15M Sell
14,885
-361
-2% -$27.8K 0.67% 35
2022
Q3 		$1.15M Sell
15,246
-961
-6% -$77K 0.74% 31
2022
Q2 		$1.3M Sell
16,207
-3,292
-17% -$269K 0.79% 29
2022
Q1 		$1.68M Sell
19,499
-134
-0.7% -$11.9K 0.86% 25
2021
Q4 		$1.82M Sell
19,633
-8,462
-30% -$792K 0.91% 23
2021
Q3 		$2.65M Sell
28,095
-1,785
-6% -$170K 1.48% 19
2021
Q2 		$2.84M Sell
29,880
-4,248
-12% -$400K 1.64% 17
2021
Q1 		$3.17M Sell
34,128
-716
-2% -$68K 2.01% 15
2020
Q4 		$3.39M Buy
34,844
+5,894
+20% +$568K 2.31% 11
2020
Q3 		$2.78M Buy
28,950
+9,544
+49% +$918K 2.18% 13
2020
Q2 		$1.84M Buy
19,406
+2,851
+17% +$262K 1.59% 16
2020
Q1 		$1.44M Buy
+16,555
New +$1.51M 1.58% 16

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gray Wealth Management's VCIT Position: Q4 2024 in Review

Gray Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 64% in Q4 2024, buying an estimated $1.56M and bringing the position to 49,224 shares worth $3.95M. The position accounts for 1.5% of the portfolio, ranked #17.

Gray Wealth Management first reported a position in VCIT in Q1 2020 and has held it in 20 quarters since. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Gray Wealth Management held 49,224 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.95M as of Q4 2024.
  • Gray Wealth Management bought 19,157 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $1.56M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.5% of Gray Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Gray Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.