Kades & Cheifetz’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Kades & Cheifetz’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 Q4	$1.18M	Buy	14,751 +2,035	+16%	+$166K	0.61%	40
2024 Q3	$1.06M	Buy	12,716 +8,439	+197%	+$694K	0.61%	41
2024 Q2	$342K	Buy	4,277 +48	+1%	+$3.81K	0.21%	71
2024 Q1	$341K	Sell	4,229 -308	-7%	-$24.7K	0.22%	66
2023 Q4	$369K	Sell	4,537 -120	-3%	-$9.27K	0.26%	60
2023 Q3	$354K	Buy	4,657 +19	+0.4%	+$1.48K	0.28%	58
2023 Q2	$367K	Buy	4,638 +5	+0.1%	+$397	0.28%	61
2023 Q1	$372K	Buy	4,633 +317	+7%	+$25.1K	0.29%	60
2022 Q4	$335K	Buy	+4,316	New	+$332K	0.28%	66

Other funds holding VCIT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kades & Cheifetz's VCIT Position: Q4 2024 in Review

Kades & Cheifetz increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 16% in Q4 2024, buying an estimated $166K and bringing the position to 14,751 shares worth $1.18M. The position accounts for 0.61% of the portfolio, ranked #40.

Kades & Cheifetz first reported a position in VCIT in Q4 2022 and has held it in 9 quarters since. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Kades & Cheifetz held 14,751 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.18M as of Q4 2024.
Kades & Cheifetz bought 2,035 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $166K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.61% of Kades & Cheifetz's portfolio in Q4 2024, its #40 holding.
Kades & Cheifetz first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.