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Jacobson & Schmitt Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Jacobson & Schmitt 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
Q2 		– Sell
-11,922
Closed -$1.04M – 45
2020
Q1 		$1.04M Sell
11,922
-50,413
-81% -$4.59M 0.59% 33
2019
Q4 		$5.69M Buy
+62,335
New +$5.68M 2.83% 21
2019
Q3 		– Sell
-82,835
Closed -$7.44M – 38
2019
Q2 		$7.44M Sell
82,835
-2,290
-3% -$200K 4.31% 11
2019
Q1 		$7.39M Sell
85,125
-5,530
-6% -$469K 4.61% 6
2018
Q4 		$7.51M Sell
90,655
-5,580
-6% -$460K 5.42% 3
2018
Q3 		$8.04M Sell
96,235
-1,554
-2% -$130K 5.02% 4
2018
Q2 		$8.17M Sell
97,789
-52,843
-35% -$4.42M 5.41% 2
2018
Q1 		$12.8M Sell
150,632
-15,805
-9% -$1.35M 8.65% 1
2017
Q4 		$14.5M Sell
166,437
-17,987
-10% -$1.58M 9.83% 1
2017
Q3 		$16.2M Buy
184,424
+5,243
+3% +$461K 10.81% 1
2017
Q2 		$15.7M Buy
179,181
+6,672
+4% +$583K 10.6% 1
2017
Q1 		$14.9M Buy
172,509
+3,721
+2% +$320K 10.37% 1
2016
Q4 		$14.5M Buy
168,788
+1,528
+0.9% +$133K 11.36% 1
2016
Q3 		$15M Buy
167,260
+29,522
+21% +$2.64M 11.98% 1
2016
Q2 		$12.3M Buy
137,738
+17,195
+14% +$1.51M 10.45% 1
2016
Q1 		$10.5M Buy
120,543
+7,998
+7% +$679K 9.2% 1
2015
Q4 		$9.46M Buy
112,545
+17,245
+18% +$1.47M 8.58% 1
2015
Q3 		$8.14M Buy
95,300
+391
+0.4% +$33.2K 8.03% 1
2015
Q2 		$8.1M Buy
94,909
+46,125
+95% +$3.99M 7.45% 1
2015
Q1 		$4.28M Buy
48,784
+3,832
+9% +$335K 4.13% 9
2014
Q4 		$3.87M Buy
+44,952
New +$3.88M 3.78% 9

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Jacobson & Schmitt Advisors's VCIT Position: Q2 2020 in Review

Jacobson & Schmitt Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2020, closing a stake of 11,922 shares — an estimated $1.04M sold.

Jacobson & Schmitt Advisors first reported a position in VCIT in Q4 2014 and held it in 21 quarters. The position peaked at $16.2M in Q3 2017. 689 funds tracked by Wall St. Rank hold VCIT as of Q2 2020.

  • Jacobson & Schmitt Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 11,922 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2020, an estimated $1.04M.
  • Jacobson & Schmitt Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2014 and held it in 21 quarters.
  • Jacobson & Schmitt Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $16.2M in Q3 2017.
  • 689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2020.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.