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Lake Street Advisors Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		– Sell
-4,883
Closed -$409K – 676
2024
Q3 		$409K Hold
4,883
– – 0.02% 373
2024
Q2 		$390K Sell
4,883
-1,896
-28% -$151K 0.02% 380
2024
Q1 		$546K Hold
6,779
– – 0.03% 324
2023
Q4 		$551K Buy
+6,779
New +$524K 0.03% 311

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lake Street Advisors Group's VCIT Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 4,883 shares — an estimated $409K sold.

Lake Street Advisors Group first reported a position in VCIT in Q4 2023 and held it in 4 quarters. The position peaked at $551K in Q4 2023. 1,178 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Lake Street Advisors Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 4,883 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $409K.
  • Lake Street Advisors Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Lake Street Advisors Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $551K in Q4 2023.
  • 1,178 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.