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

Next 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
2021 Q4	$1.4M	Sell	15,107 -3,464	-19%	-$324K	0.09%	245
2021 Q3	$1.75M	Buy	18,571 +1,045	+6%	+$99.8K	0.14%	165
2021 Q2	$1.67M	Buy	17,526 +34	+0.2%	+$3.2K	0.13%	175
2021 Q1	$1.63M	Sell	17,492 -3,880	-18%	-$369K	0.14%	158
2020 Q4	$2.08M	Sell	21,372 -218	-1%	-$21K	0.2%	117
2020 Q3	$2.07M	Buy	21,590 +3,042	+16%	+$293K	0.22%	108
2020 Q2	$1.76M	Buy	18,548 +1,085	+6%	+$99.8K	0.21%	124
2020 Q1	$1.52M	Buy	17,463 +3,203	+22%	+$291K	0.2%	115
2019 Q4	$1.3M	Buy	14,260 +222	+2%	+$20.2K	0.13%	180
2019 Q3	$1.28M	Buy	14,038 +1,453	+12%	+$132K	0.14%	190
2019 Q2	$1.13M	Buy	12,585 +11,999	+2,048%	+$1.05M	0.12%	205
2019 Q1	$51K	Sell	586 -4,019	-87%	-$341K	0.01%	730
2018 Q4	$382K	Buy	4,605 +4,405	+2,203%	+$363K	0.08%	263
2018 Q3	$17K	Buy	+200	New	+$16.8K	0.01%	842
2018 Q2	–	Sell	-3,248	Closed	-$276K	–	387
2018 Q1	$276K	Buy	+3,248	New	+$278K	0.06%	319
2017 Q4	–	Sell	-1,310	Closed	-$116K	–	1370
2017 Q3	$116K	Sell	1,310 -852	-39%	-$75K	0.03%	443
2017 Q2	$189K	Buy	2,162 +1,752	+427%	+$153K	0.05%	371
2017 Q1	$36K	Sell	410 -340	-45%	-$29.2K	0.01%	831
2016 Q4	$64K	Hold	750	–	–	0.01%	858
2016 Q3	$67K	Buy	750 +520	+226%	+$46.5K	0.01%	817
2016 Q2	$20K	Hold	230	–	–	0.01%	978
2016 Q1	$19K	Hold	230	–	–	0.01%	966
2015 Q4	$19K	Buy	230 +20	+10%	+$1.7K	0.01%	950
2015 Q3	$17K	Hold	210	–	–	0.01%	1022
2015 Q2	$17K	Hold	210	–	–	0.01%	1069
2015 Q1	$18K	Sell	210 -310	-60%	-$27.1K	0.01%	1036
2014 Q4	$45K	Buy	520 +282	+118%	+$24.3K	0.02%	694
2014 Q3	$20K	Buy	+238	New	+$20.5K	﹤0.01%	1431

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $377B AUM 19.32% 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

Next Financial Group's VCIT Position: Q4 2021 in Review

Next Financial Group reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 19% in Q4 2021, selling an estimated $324K and leaving 15,107 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #245.

Next Financial Group first reported a position in VCIT in Q3 2014 and has held it in 28 quarters since. The position peaked at $2.08M in Q4 2020. 927 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

Next Financial Group held 15,107 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.4M as of Q4 2021.
Next Financial Group sold 3,464 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $324K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.09% of Next Financial Group's portfolio in Q4 2021, its #245 holding.
Next Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2014 and has held it in 28 quarters since.
Next Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.08M in Q4 2020.
927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.