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

Kalos 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
2023
Q2 		– Sell
-130
Closed -$10.4K – 365
2023
Q1 		$10.4K Buy
+130
New +$10.3K 0.02% 207
2022
Q3 		– Sell
-2,593
Closed -$208K – 115
2022
Q2 		$208K Buy
+2,593
New +$212K 0.28% 113
2022
Q1 		– Sell
-15,280
Closed -$1.44M – 300
2021
Q4 		$1.44M Buy
15,280
+864
+6% +$80.9K 0.39% 64
2021
Q3 		$1.36M Sell
14,416
-4,660
-24% -$445K 0.38% 63
2021
Q2 		$1.81M Buy
19,076
+350
+2% +$32.9K 0.74% 41
2021
Q1 		$1.76M Buy
18,726
+2,032
+12% +$193K 0.55% 51
2020
Q4 		$1.61M Buy
16,694
+6,213
+59% +$599K 0.69% 47
2020
Q3 		$1M Sell
10,481
-620
-6% -$59.6K 0.45% 70
2020
Q2 		$1.07M Sell
11,101
-1,756
-14% -$162K 0.45% 72
2020
Q1 		$1.16M Sell
12,857
-30,342
-70% -$2.76M 0.52% 64
2019
Q4 		$3.94M Buy
43,199
+30,758
+247% +$2.8M 1.44% 13
2019
Q3 		$1.14M Buy
12,441
+3,315
+36% +$300K 0.45% 70
2019
Q2 		$759K Buy
9,126
+1,463
+19% +$128K 0.34% 77
2019
Q1 		$665K Sell
7,663
-1,364
-15% -$116K 0.43% 62
2018
Q4 		$748K Sell
9,027
-236
-3% -$19.5K 0.36% 74
2018
Q3 		$773K Buy
9,263
+118
+1% +$9.89K 0.41% 64
2018
Q2 		$764K Buy
+9,145
New +$765K 0.35% 78
2018
Q1 		– Sell
-9,429
Closed -$823K – 213
2017
Q4 		$823K Buy
9,429
+221
+2% +$19.4K 0.39% 69
2017
Q3 		$810K Sell
9,208
-985
-10% -$86.7K 0.52% 55
2017
Q2 		$892K Sell
10,193
-390
-4% -$34.1K 0.82% 40
2017
Q1 		$914K Sell
10,583
-562
-5% -$48.3K 0.65% 49
2016
Q4 		$955K Sell
11,145
-126
-1% -$11K 0.77% 47
2016
Q3 		$1.01M Buy
11,271
+228
+2% +$20.4K 0.86% 44
2016
Q2 		$987K Sell
11,043
-2,985
-21% -$262K 0.76% 45
2016
Q1 		$1.18M Hold
14,028
– – 0.98% 39
2015
Q4 		$1.18M Buy
+14,028
New +$1.19M 0.88% 39

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kalos Management's VCIT Position: Q2 2023 in Review

Kalos Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2023, closing a stake of 130 shares — an estimated $10.4K sold.

Kalos Management first reported a position in VCIT in Q4 2015 and held it in 26 quarters. The position peaked at $3.94M in Q4 2019. 932 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

  • Kalos Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 130 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $10.4K.
  • Kalos Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2015 and held it in 26 quarters.
  • Kalos Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.94M in Q4 2019.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.