New England Securities’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

New England Securities’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 Q4	$2.23M	Buy	25,837 +247	+1%	+$21.3K	0.78%	21
2014 Q3	$2.19M	Buy	25,590 +4,791	+23%	+$413K	0.77%	23
2014 Q2	$1.8M	Buy	20,799 +79	+0.4%	+$6.78K	0.62%	26
2014 Q1	$1.76M	Buy	20,720 +4,812	+30%	+$406K	0.68%	27
2013 Q4	$1.32M	Buy	15,908 +7,038	+79%	+$590K	0.55%	37
2013 Q3	$740K	Buy	8,870 +5,305	+149%	+$440K	0.37%	61
2013 Q2	$296K	Buy	+3,565	New	+$310K	0.2%	120

Other funds holding VCIT

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

New England Securities's VCIT Position: Q4 2014 in Review

New England Securities increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.97% in Q4 2014, buying an estimated $21.3K and bringing the position to 25,837 shares worth $2.23M. The position accounts for 0.78% of the portfolio, ranked #21.

New England Securities first reported a position in VCIT in Q2 2013 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold VCIT as of Q4 2014.

New England Securities held 25,837 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.23M as of Q4 2014.
New England Securities bought 247 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2014, an estimated $21.3K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.78% of New England Securities's portfolio in Q4 2014, its #21 holding.
New England Securities first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.