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Meristem Family Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Meristem Family Wealth’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
2021
Q4 		– Sell
-2,293
Closed -$216K – 435
2021
Q3 		$216K Sell
2,293
-4,461
-66% -$426K 0.02% 383
2021
Q2 		$642K Buy
+6,754
New +$635K 0.1% 146

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Meristem Family Wealth's VCIT Position: Q4 2021 in Review

Meristem Family Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2021, closing a stake of 2,293 shares — an estimated $216K sold.

Meristem Family Wealth first reported a position in VCIT in Q2 2021 and held it in 2 quarters. The position peaked at $642K in Q2 2021. 928 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

  • Meristem Family Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 2,293 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $216K.
  • Meristem Family Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Meristem Family Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $642K in Q2 2021.
  • 928 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.