LGWM
VCIT icon

Litman Gregory Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Litman Gregory Wealth 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
2014
Q3 		$19.9M Buy
+231,803
New +$20M 26.74% 2

Other funds holding VCIT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Litman Gregory Wealth Management's VCIT Position: Q3 2014 in Review

Litman Gregory Wealth Management opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2014: 231,803 shares worth $19.9M. The stake represents 26.74% of the portfolio and ranks #2 among its holdings.

183 funds tracked by Wall St. Rank hold VCIT as of Q3 2014.

  • Litman Gregory Wealth Management held 231,803 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $19.9M as of Q3 2014.
  • Vanguard Intermediate-Term Corporate Bond ETF was a new Litman Gregory Wealth Management position in Q3 2014.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 26.74% of Litman Gregory Wealth Management's portfolio in Q3 2014, its #2 holding.
  • 183 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2014.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.