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Ken Stern & Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Ken Stern & Associates’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
2017
Q1 		– Sell
-2,691
Closed -$231K – 121
2016
Q4 		$231K Hold
2,691
– – 0.12% 101
2016
Q3 		$241K Buy
+2,691
New +$241K 0.17% 82

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Ken Stern & Associates's VCIT Position: Q1 2017 in Review

Ken Stern & Associates sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2017, closing a stake of 2,691 shares — an estimated $231K sold.

Ken Stern & Associates first reported a position in VCIT in Q3 2016 and held it in 2 quarters. The position peaked at $241K in Q3 2016. 382 funds tracked by Wall St. Rank hold VCIT as of Q1 2017.

  • Ken Stern & Associates reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Ken Stern & Associates sold 2,691 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2017, an estimated $231K.
  • Ken Stern & Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2016 and held it in 2 quarters.
  • Ken Stern & Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $241K in Q3 2016.
  • 382 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2017.

Based on Ken Stern & Associates's 13F filing for Q1 2017, filed 11 May 2017.