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MSI Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

MSI Financial Services’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 		$2.9M Sell
33,788
-3,537
-9% -$308K 0.09% 209
2016
Q3 		$3.34M Buy
37,325
+6,606
+22% +$591K 0.11% 183
2016
Q2 		$2.75M Buy
30,719
+7,386
+32% +$648K 0.1% 202
2016
Q1 		$2.03M Buy
23,333
+4,036
+21% +$342K 0.09% 235
2015
Q4 		$1.62M Buy
19,297
+6,683
+53% +$568K 0.07% 256
2015
Q3 		$1.08M Sell
12,614
-2,010
-14% -$171K 0.08% 242
2015
Q2 		$1.25M Sell
14,624
-25,168
-63% -$2.18M 0.09% 250
2015
Q1 		$3.49M Buy
39,792
+27,339
+220% +$2.39M 0.24% 95
2014
Q4 		$1.07M Buy
12,453
+272
+2% +$23.5K 0.12% 198
2014
Q3 		$1.04M Buy
12,181
+2,271
+23% +$196K 0.13% 198
2014
Q2 		$858K Buy
9,910
+1,809
+22% +$155K 0.11% 221
2014
Q1 		$688K Buy
8,101
+215
+3% +$18.1K 0.1% 241
2013
Q4 		$652K Buy
7,886
+612
+8% +$51.3K 0.1% 239
2013
Q3 		$607K Buy
7,274
+1,481
+26% +$123K 0.11% 231
2013
Q2 		$481K Buy
+5,793
New +$503K 0.1% 241

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

MSI Financial Services's VCIT Position: Q4 2016 in Review

MSI Financial Services reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 9.5% in Q4 2016, selling an estimated $308K and leaving 33,788 shares worth $2.9M. The position accounts for 0.09% of the portfolio, ranked #209.

MSI Financial Services first reported a position in VCIT in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.49M in Q1 2015. 363 funds tracked by Wall St. Rank hold VCIT as of Q4 2016.

  • MSI Financial Services held 33,788 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.9M as of Q4 2016.
  • MSI Financial Services sold 3,537 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2016, an estimated $308K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.09% of MSI Financial Services's portfolio in Q4 2016, its #209 holding.
  • MSI Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.49M in Q1 2015.
  • 363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.