NewFocus Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

NewFocus Financial Group’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
2018 Q1	–	Sell	-3,655	Closed	-$319K	–	77
2017 Q4	$319K	Sell	3,655 -177	-5%	-$15.5K	0.19%	60
2017 Q3	$337K	Sell	3,832 -172	-4%	-$15.1K	0.22%	58
2017 Q2	$350K	Hold	4,004	–	–	0.2%	60
2017 Q1	$346K	Buy	4,004 +1,634	+69%	+$140K	0.21%	50
2016 Q4	$203K	Buy	+2,370	New	+$206K	0.14%	58

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

NewFocus Financial Group's VCIT Position: Q1 2018 in Review

NewFocus Financial Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2018, closing a stake of 3,655 shares — an estimated $319K sold.

NewFocus Financial Group first reported a position in VCIT in Q4 2016 and held it in 5 quarters. The position peaked at $350K in Q2 2017. 479 funds tracked by Wall St. Rank hold VCIT as of Q1 2018.

NewFocus Financial Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
NewFocus Financial Group sold 3,655 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2018, an estimated $319K.
NewFocus Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
NewFocus Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $350K in Q2 2017.
479 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2018.

Based on NewFocus Financial Group's 13F filing for Q1 2018, filed 25 Apr 2018.