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Independence Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Independence Advisors’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
2020
Q3 		$270K Buy
+2,819
New +$271K 0.06% 78
2019
Q4 		– Sell
-3,646
Closed -$333K – 167
2019
Q3 		$333K Buy
+3,646
New +$330K 0.08% 66

Other funds holding VCIT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Independence Advisors's VCIT Position: Q3 2020 in Review

Independence Advisors opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2020: 2,819 shares worth $270K. The stake represents 0.06% of the portfolio and ranks #78 among its holdings. This is a return to the name: Independence Advisors previously reported a position in VCIT as recently as Q3 2019.

Independence Advisors first reported a position in VCIT in Q3 2019 and has held it in 2 quarters since. The position peaked at $333K in Q3 2019. 707 funds tracked by Wall St. Rank hold VCIT as of Q3 2020.

  • Independence Advisors held 2,819 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $270K as of Q3 2020.
  • Vanguard Intermediate-Term Corporate Bond ETF was a new Independence Advisors position in Q3 2020.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #78 holding.
  • Independence Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • Independence Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $333K in Q3 2019.
  • 707 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.