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

Mosaic 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	$1.01M	Buy	10,857 +470	+5%	+$44K	0.26%	54
2021 Q3	$981K	Buy	10,387 +1,840	+22%	+$176K	0.27%	53
2021 Q2	$813K	Sell	8,547 -1,184	-12%	-$111K	0.23%	56
2021 Q1	$905K	Buy	9,731 +3,077	+46%	+$292K	0.26%	53
2020 Q4	$646K	Buy	6,654 +1,097	+20%	+$106K	0.22%	68
2020 Q3	$532K	Buy	5,557 +2,123	+62%	+$204K	0.2%	71
2020 Q2	$327K	Buy	+3,434	New	+$316K	0.14%	98

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

Mosaic Family Wealth increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 4.5% in Q4 2021, buying an estimated $44K and bringing the position to 10,857 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #54.

Mosaic Family Wealth first reported a position in VCIT in Q2 2020 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

Mosaic Family Wealth held 10,857 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.01M as of Q4 2021.
Mosaic Family Wealth bought 470 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $44K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.26% of Mosaic Family Wealth's portfolio in Q4 2021, its #54 holding.
Mosaic Family Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2020 and has held it in 7 quarters since.
928 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.