Next Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Next Capital Management’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
2023 Q2	–	Sell	-3,031	Closed	-$243K	–	128
2023 Q1	$243K	Hold	3,031	–	–	0.12%	101
2022 Q4	$235K	Hold	3,031	–	–	0.13%	104
2022 Q3	$229K	Hold	3,031	–	–	0.17%	92
2022 Q2	$242K	Buy	3,031 +237	+8%	+$19.3K	0.18%	94
2022 Q1	$240K	Hold	2,794	–	–	0.16%	102
2021 Q4	$259K	Hold	2,794	–	–	0.18%	91
2021 Q3	$264K	Buy	2,794 +210	+8%	+$20K	0.19%	88
2021 Q2	$248K	Hold	2,584	–	–	0.16%	94
2021 Q1	$240K	Hold	2,584	–	–	0.16%	98
2020 Q4	$251K	Hold	2,584	–	–	0.18%	92
2020 Q3	$248K	Hold	2,584	–	–	0.17%	81
2020 Q2	$246K	Hold	2,584	–	–	0.17%	76
2020 Q1	$225K	Hold	2,584	–	–	0.18%	71
2019 Q4	$236K	Hold	2,584	–	–	0.17%	72
2019 Q3	$236K	Hold	2,584	–	–	0.16%	70
2019 Q2	$233K	Hold	2,584	–	–	0.16%	77
2019 Q1	$224K	Hold	2,584	–	–	0.19%	77
2018 Q4	$214K	Buy	+2,584	New	+$213K	0.19%	69

Other funds holding VCIT

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Next Capital Management's VCIT Position: Q2 2023 in Review

Next Capital Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2023, closing a stake of 3,031 shares — an estimated $243K sold.

Next Capital Management first reported a position in VCIT in Q4 2018 and held it in 18 quarters. The position peaked at $264K in Q3 2021. 934 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

Next Capital Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Next Capital Management sold 3,031 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $243K.
Next Capital Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 18 quarters.
Next Capital Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $264K in Q3 2021.
934 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on Next Capital Management's 13F filing for Q2 2023, filed 27 Jul 2023.