InterOcean Capital Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

InterOcean Capital Group’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 Q1	$4.51M	Buy	+55,962	New	+$4.49M	0.11%	113
2023 Q1	–	Sell	-4,942	Closed	-$383K	–	454
2022 Q4	$383K	Buy	+4,942	New	+$380K	0.01%	299
2022 Q2	–	Sell	-3,088	Closed	-$266K	–	444
2022 Q1	$266K	Sell	3,088 -969	-24%	-$86K	0.01%	229
2021 Q4	$376K	Buy	+4,057	New	+$380K	0.02%	192

Other funds holding VCIT

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

InterOcean Capital Group's VCIT Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024: 55,962 shares worth $4.51M. The stake represents 0.11% of the portfolio and ranks #113 among its holdings. This is a return to the name: InterOcean Capital Group previously reported a position in VCIT as recently as Q4 2022.

InterOcean Capital Group first reported a position in VCIT in Q4 2021 and has held it in 4 quarters since. 1,051 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

InterOcean Capital Group held 55,962 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.51M as of Q1 2024.
Vanguard Intermediate-Term Corporate Bond ETF was a new InterOcean Capital Group position in Q1 2024.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.11% of InterOcean Capital Group's portfolio in Q1 2024, its #113 holding.
InterOcean Capital Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 4 quarters since.
1,051 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.