HB
VCIT icon

Homrich & Berg’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Homrich & Berg’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
2021
Q3 		$428K Sell
4,533
-244
-5% -$23.3K 0.01% 314
2021
Q2 		$454K Buy
4,777
+1,529
+47% +$144K 0.01% 304
2021
Q1 		$302K Buy
3,248
+89
+3% +$8.46K 0.01% 336
2020
Q4 		$307K Sell
3,159
-1,550
-33% -$149K 0.01% 319
2020
Q3 		$451K Buy
+4,709
New +$453K 0.02% 231
2020
Q1 		– Sell
-2,667
Closed -$244K – 363
2019
Q4 		$244K Buy
2,667
+48
+2% +$4.38K 0.01% 320
2019
Q3 		$239K Sell
2,619
-619
-19% -$56.1K 0.01% 309
2019
Q2 		$291K Buy
3,238
+619
+24% +$54.1K 0.02% 285
2019
Q1 		$228K Hold
2,619
– – 0.01% 302
2018
Q4 		$217K Hold
2,619
– – 0.01% 276
2018
Q3 		$219K Hold
2,619
– – 0.01% 303
2018
Q2 		$219K Sell
2,619
-464
-15% -$38.8K 0.02% 294
2018
Q1 		$262K Hold
3,083
– – 0.02% 276
2017
Q4 		$269K Sell
3,083
-485
-14% -$42.5K 0.02% 270
2017
Q3 		$314K Sell
3,568
-683
-16% -$60.1K 0.02% 242
2017
Q2 		$372K Buy
4,251
+1,144
+37% +$99.9K 0.03% 193
2017
Q1 		$268K Sell
3,107
-105
-3% -$9.03K 0.02% 249
2016
Q4 		$275K Sell
3,212
-367
-10% -$31.9K 0.02% 226
2016
Q3 		$321K Hold
3,579
– – 0.03% 200
2016
Q2 		$320K Sell
3,579
-58
-2% -$5.09K 0.03% 191
2016
Q1 		$316K Sell
3,637
-3,284
-47% -$279K 0.03% 191
2015
Q4 		$582K Sell
6,921
-5,276
-43% -$448K 0.05% 126
2015
Q3 		$1.04M Sell
12,197
-1,029
-8% -$87.3K 0.11% 75
2015
Q2 		$1.13M Sell
13,226
-2,709
-17% -$234K 0.11% 71
2015
Q1 		$1.4M Buy
15,935
+7,230
+83% +$632K 0.14% 67
2014
Q4 		$750K Buy
8,705
+169
+2% +$14.6K 0.08% 111
2014
Q3 		$732K Hold
8,536
– – 0.07% 114
2014
Q2 		$739K Hold
8,536
– – 0.08% 101
2014
Q1 		$725K Sell
8,536
-220
-3% -$18.6K 0.09% 101
2013
Q4 		$724K Buy
+8,756
New +$734K 0.1% 87
2013
Q3 		– Sell
-12,790
Closed -$1.06M – 154
2013
Q2 		$1.06M Buy
+12,790
New +$1.11M 0.19% 46

Other funds holding VCIT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Homrich & Berg's VCIT Position: Q3 2021 in Review

Homrich & Berg reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 5.1% in Q3 2021, selling an estimated $23.3K and leaving 4,533 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #314.

Homrich & Berg first reported a position in VCIT in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.4M in Q1 2015. 849 funds tracked by Wall St. Rank hold VCIT as of Q3 2021.

  • Homrich & Berg held 4,533 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $428K as of Q3 2021.
  • Homrich & Berg sold 244 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2021, an estimated $23.3K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #314 holding.
  • Homrich & Berg first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 31 quarters since.
  • Homrich & Berg's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.4M in Q1 2015.
  • 849 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.