Kays Financial Advisory’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Kays Financial Advisory’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 Q3	$17.1M	Buy	178,418 +13,486	+8%	+$1.3M	2.74%	11
2020 Q2	$15.7M	Buy	164,932 +5,247	+3%	+$483K	2.73%	11
2020 Q1	$13.9M	Sell	159,685 -7,001	-4%	-$637K	2.85%	9
2019 Q4	$15.2M	Sell	166,686 -2,440	-1%	-$222K	2.68%	10
2019 Q3	$15.4M	Buy	169,126 +1,724	+1%	+$156K	2.83%	10
2019 Q2	$15M	Buy	167,402 +3,545	+2%	+$310K	2.75%	11
2019 Q1	$14.2M	Sell	163,857 -42,813	-21%	-$3.63M	2.76%	11
2018 Q4	$17.1M	Sell	206,670 -8,108	-4%	-$668K	3.89%	9
2018 Q3	$17.9M	Buy	214,778 +11,712	+6%	+$981K	3.82%	9
2018 Q2	$17M	Sell	203,066 -564	-0.3%	-$47.2K	3.72%	10
2018 Q1	$17.3M	Sell	203,630 -182,301	-47%	-$15.6M	3.95%	10
2017 Q4	$33.7M	Buy	385,931 +25,781	+7%	+$2.26M	9.86%	3
2017 Q3	$31.7M	Buy	360,150 +8,661	+2%	+$762K	10.1%	3
2017 Q2	$30.8M	Buy	351,489 +15,019	+4%	+$1.31M	10.39%	3
2017 Q1	$29.1M	Buy	336,470 +22,944	+7%	+$1.97M	10.33%	3
2016 Q4	$26.9M	Buy	313,526 +24,381	+8%	+$2.12M	10.46%	3
2016 Q3	$25.9M	Buy	289,145 +8,962	+3%	+$802K	11.02%	3
2016 Q2	$25.1M	Buy	280,183 +9,044	+3%	+$793K	11.27%	3
2016 Q1	$23.6M	Buy	271,139 +1,383	+0.5%	+$117K	11.61%	2
2015 Q4	$22.7M	Buy	269,756 +4,015	+2%	+$341K	11.76%	2
2015 Q3	$22.7M	Buy	265,741 +13,143	+5%	+$1.11M	12.93%	2
2015 Q2	$21.5M	Buy	252,598 +7,734	+3%	+$669K	12.46%	2
2015 Q1	$21.5M	Buy	244,864 +14,158	+6%	+$1.24M	12.67%	2
2014 Q4	$19.9M	Buy	230,706 +2,831	+1%	+$244K	13.45%	2
2014 Q3	$19.5M	Buy	227,875 +11,308	+5%	+$976K	14.25%	2
2014 Q2	$18.7M	Buy	216,567 +5,706	+3%	+$490K	13.41%	2
2014 Q1	$17.9M	Buy	210,861 +9,821	+5%	+$828K	12.92%	3
2013 Q4	$16.6M	Buy	+201,040	New	+$16.8M	12.56%	3

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CSIA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Kays Financial Advisory's VCIT Position: Q3 2020 in Review

Kays Financial Advisory increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8.2% in Q3 2020, buying an estimated $1.3M and bringing the position to 178,418 shares worth $17.1M. The position accounts for 2.74% of the portfolio, ranked #11.

Kays Financial Advisory first reported a position in VCIT in Q4 2013 and has held it in 28 quarters since. The position peaked at $33.7M in Q4 2017. 707 funds tracked by Wall St. Rank hold VCIT as of Q3 2020.

Kays Financial Advisory held 178,418 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $17.1M as of Q3 2020.
Kays Financial Advisory bought 13,486 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2020, an estimated $1.3M.
Vanguard Intermediate-Term Corporate Bond ETF made up 2.74% of Kays Financial Advisory's portfolio in Q3 2020, its #11 holding.
Kays Financial Advisory first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2013 and has held it in 28 quarters since.
Kays Financial Advisory's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $33.7M in Q4 2017.
707 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.