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KMS Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

KMS Financial Services’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
2014
Q3 		$220K Buy
2,561
+190
+8% +$16.4K 0.03% 462
2014
Q2 		$205K Buy
+2,371
New +$203K 0.03% 495
2013
Q4 		– Sell
-2,881
Closed -$240K – 553
2013
Q3 		$240K Sell
2,881
-3,372
-54% -$280K 0.06% 353
2013
Q2 		$521K Buy
+6,253
New +$543K 0.15% 173

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KMS Financial Services's VCIT Position: Q3 2014 in Review

KMS Financial Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8% in Q3 2014, buying an estimated $16.4K and bringing the position to 2,561 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #462.

KMS Financial Services first reported a position in VCIT in Q2 2013 and has held it in 4 quarters since. The position peaked at $521K in Q2 2013. 183 funds tracked by Wall St. Rank hold VCIT as of Q3 2014.

  • KMS Financial Services held 2,561 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $220K as of Q3 2014.
  • KMS Financial Services bought 190 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2014, an estimated $16.4K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #462 holding.
  • KMS Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $521K in Q2 2013.
  • 183 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.