Haverford Trust Company’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Haverford Trust Company’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	–	Sell	-4,536	Closed	-$380K	–	404
2024 Q3	$380K	Buy	+4,536	New	+$373K	﹤0.01%	340
2023 Q4	–	Sell	-2,919	Closed	-$222K	–	372
2023 Q3	$222K	Hold	2,919	–	–	﹤0.01%	339
2023 Q2	$231K	Hold	2,919	–	–	﹤0.01%	341
2023 Q1	$234K	Sell	2,919 -55	-2%	-$4.36K	﹤0.01%	338
2022 Q4	$231K	Buy	2,974 +55	+2%	+$4.23K	﹤0.01%	315
2022 Q3	$221K	Sell	2,919 -1,272	-30%	-$102K	﹤0.01%	318
2022 Q2	$335K	Buy	+4,191	New	+$342K	﹤0.01%	286
2022 Q1	–	Sell	-2,230	Closed	-$207K	–	372
2021 Q4	$207K	Hold	2,230	–	–	﹤0.01%	348
2021 Q3	$211K	Hold	2,230	–	–	﹤0.01%	345
2021 Q2	$212K	Sell	2,230 -600	-21%	-$56.5K	﹤0.01%	344
2021 Q1	$263K	Hold	2,830	–	–	﹤0.01%	279
2020 Q4	$275K	Hold	2,830	–	–	﹤0.01%	256
2020 Q3	$271K	Buy	2,830 +600	+27%	+$57.7K	﹤0.01%	253
2020 Q2	$212K	Buy	+2,230	New	+$205K	﹤0.01%	264

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Haverford Trust Company's VCIT Position: Q4 2024 in Review

Haverford Trust Company sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 4,536 shares — an estimated $380K sold.

Haverford Trust Company first reported a position in VCIT in Q2 2020 and held it in 14 quarters. The position peaked at $380K in Q3 2024. 1,180 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Haverford Trust Company reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Haverford Trust Company sold 4,536 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $380K.
Haverford Trust Company first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
Haverford Trust Company's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $380K in Q3 2024.
1,180 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Haverford Trust Company's 13F filing for Q4 2024, filed 11 Feb 2025.