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

Klingman & 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
2023 Q1	–	Sell	-4,876	Closed	-$378K	–	207
2022 Q4	$378K	Buy	+4,876	New	+$375K	0.03%	141
2020 Q1	–	Sell	-7,341	Closed	-$670K	–	140
2019 Q4	$670K	Hold	7,341	–	–	0.11%	66
2019 Q3	$670K	Hold	7,341	–	–	0.12%	61
2019 Q2	$660K	Hold	7,341	–	–	0.12%	62
2019 Q1	$638K	Buy	+7,341	New	+$622K	0.12%	63

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

MYLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Klingman & Associates's VCIT Position: Q1 2023 in Review

Klingman & Associates sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2023, closing a stake of 4,876 shares — an estimated $378K sold.

Klingman & Associates first reported a position in VCIT in Q1 2019 and held it in 5 quarters. The position peaked at $670K in Q4 2019. 908 funds tracked by Wall St. Rank hold VCIT as of Q1 2023.

Klingman & Associates reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Klingman & Associates sold 4,876 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2023, an estimated $378K.
Klingman & Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Klingman & Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $670K in Q4 2019.
908 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2023.

Based on Klingman & Associates's 13F filing for Q1 2023, filed 3 May 2023.