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

Ladenburg Thalmann 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
2019
Q4 		$19.8M Buy
217,886
+15,076
+7% +$1.37M 0.12% 180
2019
Q3 		$18.5M Buy
202,810
+1,688
+0.8% +$153K 0.13% 180
2019
Q2 		$18.1M Buy
201,122
+18,852
+10% +$1.65M 0.13% 164
2019
Q1 		$15.8M Buy
182,270
+39,407
+28% +$3.34M 0.12% 175
2018
Q4 		$11.8M Sell
142,863
-20,050
-12% -$1.65M 0.11% 183
2018
Q3 		$13.6M Sell
162,913
-42,924
-21% -$3.6M 0.11% 174
2018
Q2 		$17.5M Hold
205,837
– – 0.16% 137
2018
Q1 		$17.5M Sell
205,837
-414,982
-67% -$35.5M 0.16% 137
2017
Q4 		$54.3M Buy
620,819
+17,510
+3% +$1.53M 0.52% 36
2017
Q3 		$53.1M Buy
603,309
+413,100
+217% +$36.3M 0.58% 32
2017
Q2 		$16.6M Sell
190,209
-11,584
-6% -$1.01M 0.2% 119
2017
Q1 		$17.4M Sell
201,793
-6,937
-3% -$596K 0.22% 103
2016
Q4 		$17.9M Sell
208,730
-79,723
-28% -$6.94M 0.25% 89
2016
Q3 		$25.8M Buy
288,453
+38,705
+15% +$3.46M 0.39% 51
2016
Q2 		$22.3M Buy
249,748
+32,392
+15% +$2.84M 0.36% 62
2016
Q1 		$18.9M Buy
217,356
+42,539
+24% +$3.61M 0.33% 68
2015
Q4 		$14.7M Buy
174,817
+76,925
+79% +$6.54M 0.27% 87
2015
Q3 		$8.36M Sell
97,892
-18,364
-16% -$1.56M 0.17% 128
2015
Q2 		$9.92M Buy
116,256
+17,339
+18% +$1.5M 0.18% 126
2015
Q1 		$8.68M Sell
98,917
-34,212
-26% -$2.99M 0.17% 137
2014
Q4 		$11.5M Sell
133,129
-23,570
-15% -$2.03M 0.25% 83
2014
Q3 		$13.4M Buy
156,699
+5,786
+4% +$499K 0.37% 62
2014
Q2 		$13.1M Sell
150,913
-9,446
-6% -$810K 0.36% 68
2014
Q1 		$13.6M Sell
160,359
-44,418
-22% -$3.75M 0.4% 57
2013
Q4 		$16.9M Sell
204,777
-43,023
-17% -$3.6M 0.52% 44
2013
Q3 		$20.6M Sell
247,800
-109,882
-31% -$9.12M 0.7% 27
2013
Q2 		$29.7M Buy
+357,682
New +$31.1M 1.06% 22

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VCIT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.4% in Q4 2019, buying an estimated $1.37M and bringing the position to 217,886 shares worth $19.8M. The position accounts for 0.12% of the portfolio, ranked #180.

Ladenburg Thalmann Financial Services first reported a position in VCIT in Q2 2013 and has held it in 27 quarters since. The position peaked at $54.3M in Q4 2017. 653 funds tracked by Wall St. Rank hold VCIT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 217,886 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $19.8M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 15,076 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2019, an estimated $1.37M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.12% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #180 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $54.3M in Q4 2017.
  • 653 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.