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

Karpus Investment 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
2018 Q4	–	Sell	-5,815	Closed	-$486K	–	224
2018 Q3	$486K	Sell	5,815 -65,190	-92%	-$5.46M	0.02%	153
2018 Q2	$5.94M	Sell	71,005 -79,775	-53%	-$6.67M	0.26%	68
2018 Q1	$12.8M	Sell	150,780 -77,735	-34%	-$6.64M	0.57%	50
2017 Q4	$20M	Sell	228,515 -334,935	-59%	-$29.4M	0.92%	32
2017 Q3	$49.6M	Buy	563,450 +270,565	+92%	+$23.8M	2.52%	8
2017 Q2	$25.6M	Buy	292,885 +148,130	+102%	+$12.9M	1.3%	19
2017 Q1	$12.5M	Buy	+144,755	New	+$12.4M	0.65%	52

Other funds holding VCIT

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

Karpus Investment Management's VCIT Position: Q4 2018 in Review

Karpus Investment Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2018, closing a stake of 5,815 shares — an estimated $486K sold.

Karpus Investment Management first reported a position in VCIT in Q1 2017 and held it in 7 quarters. The position peaked at $49.6M in Q3 2017. 505 funds tracked by Wall St. Rank hold VCIT as of Q4 2018.

Karpus Investment Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Karpus Investment Management sold 5,815 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2018, an estimated $486K.
Karpus Investment Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2017 and held it in 7 quarters.
Karpus Investment Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $49.6M in Q3 2017.
505 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2018.

Based on Karpus Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.