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Jacobsen Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Jacobsen Capital Management’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
Q4 		– Sell
-2,149
Closed -$205K – 58
2020
Q3 		$205K Buy
2,149
+29
+1% +$2.79K 0.14% 56
2020
Q2 		$201K Buy
+2,120
New +$195K 0.15% 56
2019
Q4 		$214K Sell
2,352
-2,259
-49% -$206K 0.21% 55
2019
Q3 		$420K Buy
4,611
+840
+22% +$76.1K 0.4% 51
2019
Q2 		$338K Buy
+3,771
New +$330K 0.34% 52

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
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jacobsen Capital Management's VCIT Position: Q4 2020 in Review

Jacobsen Capital Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2020, closing a stake of 2,149 shares — an estimated $205K sold.

Jacobsen Capital Management first reported a position in VCIT in Q2 2019 and held it in 5 quarters. The position peaked at $420K in Q3 2019. 828 funds tracked by Wall St. Rank hold VCIT as of Q4 2020.

  • Jacobsen Capital Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Jacobsen Capital Management sold 2,149 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2020, an estimated $205K.
  • Jacobsen Capital Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and held it in 5 quarters.
  • Jacobsen Capital Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $420K in Q3 2019.
  • 828 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2020.

Based on Jacobsen Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.