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Key Client Fiduciary Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Key Client Fiduciary Advisors’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
Q3 		– Sell
-5,034
Closed -$398K – 183
2023
Q2 		$398K Buy
5,034
+1,467
+41% +$117K 0.23% 106
2023
Q1 		$286K Buy
+3,567
New +$283K 0.18% 125

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Key Client Fiduciary Advisors's VCIT Position: Q3 2023 in Review

Key Client Fiduciary Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023, closing a stake of 5,034 shares — an estimated $398K sold.

Key Client Fiduciary Advisors first reported a position in VCIT in Q1 2023 and held it in 2 quarters. The position peaked at $398K in Q2 2023. 927 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

  • Key Client Fiduciary Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 5,034 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2023, an estimated $398K.
  • Key Client Fiduciary Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Key Client Fiduciary Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $398K in Q2 2023.
  • 927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.