LAM
VCIT icon

Lebenthal Asset Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Lebenthal Asset Management’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
2016
Q4 		– Sell
-40
Closed -$4K – 671
2016
Q3 		$4K Buy
+40
New +$3.58K ﹤0.01% 888

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lebenthal Asset Management's VCIT Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2016, closing a stake of 40 shares — an estimated $4K sold.

Lebenthal Asset Management first reported a position in VCIT in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 363 funds tracked by Wall St. Rank hold VCIT as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 40 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2016, an estimated $4K.
  • Lebenthal Asset Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4K in Q3 2016.
  • 363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.