INR Advisory Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

INR Advisory Services’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
2019 Q1	$23.4M	Buy	269,085 +5,296	+2%	+$449K	2.97%	9
2018 Q4	$21.9M	Sell	263,789 -1,963	-0.7%	-$162K	3.13%	9
2018 Q3	$22.2M	Sell	265,752 -494,061	-65%	-$41.4M	2.99%	9
2018 Q2	$63.5M	Buy	759,813 +4,467	+0.6%	+$374K	8.73%	5
2018 Q1	$64.1M	Buy	755,346 +28,875	+4%	+$2.47M	8.82%	5
2017 Q4	$63.5M	Buy	726,471 +61,141	+9%	+$5.36M	8.67%	5
2017 Q3	$58.6M	Buy	665,330 +4,813	+0.7%	+$423K	8.68%	5
2017 Q2	$57.8M	Buy	660,517 +3,861	+0.6%	+$337K	8.86%	5
2017 Q1	$56.7M	Buy	656,656 +34,558	+6%	+$2.97M	9.03%	5
2016 Q4	$53.3M	Buy	622,098 +39,166	+7%	+$3.41M	8.89%	5
2016 Q3	$52.2M	Sell	582,932 -319,242	-35%	-$28.6M	9.19%	5
2016 Q2	$80.7M	Buy	902,174 +26,501	+3%	+$2.32M	14.91%	5
2016 Q1	$76.1M	Sell	875,673 -36,427	-4%	-$3.09M	14.11%	4
2015 Q4	$76.7M	Buy	912,100 +30,932	+4%	+$2.63M	14.56%	5
2015 Q3	$75.3M	Buy	881,168 +1,349	+0.2%	+$114K	15.62%	5
2015 Q2	$75M	Sell	879,819 -46,148	-5%	-$3.99M	14.69%	5
2015 Q1	$81.2M	Buy	925,967 +72,947	+9%	+$6.37M	14.28%	5
2014 Q4	$73.4M	Buy	853,020 +110,353	+15%	+$9.53M	14.05%	5
2014 Q3	$63.7M	Buy	742,667 +24,351	+3%	+$2.1M	13.15%	5
2014 Q2	$62.2M	Buy	718,316 +63,874	+10%	+$5.48M	12.75%	5
2014 Q1	$55.6M	Buy	654,442 +642,676	+5,462%	+$54.2M	12.43%	5
2013 Q4	$973K	Hold	11,766	–	–	0.23%	20
2013 Q3	$982K	Hold	11,766	–	–	0.26%	18
2013 Q2	$977K	Buy	+11,766	New	+$1.02M	0.27%	18

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

INR Advisory Services's VCIT Position: Q1 2019 in Review

INR Advisory Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2% in Q1 2019, buying an estimated $449K and bringing the position to 269,085 shares worth $23.4M. The position accounts for 2.97% of the portfolio, ranked #9.

INR Advisory Services first reported a position in VCIT in Q2 2013 and has held it in 24 quarters since. The position peaked at $81.2M in Q1 2015. 544 funds tracked by Wall St. Rank hold VCIT as of Q1 2019.

INR Advisory Services held 269,085 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $23.4M as of Q1 2019.
INR Advisory Services bought 5,296 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2019, an estimated $449K.
Vanguard Intermediate-Term Corporate Bond ETF made up 2.97% of INR Advisory Services's portfolio in Q1 2019, its #9 holding.
INR Advisory Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 24 quarters since.
INR Advisory Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $81.2M in Q1 2015.
544 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.