Northern Capital Management (Wisconsin)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Northern Capital Management (Wisconsin)’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 Q4	$3.65M	Buy	44,020 +1,455	+3%	+$120K	0.98%	32
2018 Q3	$3.56M	Sell	42,565 -1,920	-4%	-$161K	0.82%	48
2018 Q2	$3.71M	Sell	44,485 -30,755	-41%	-$2.57M	0.9%	47
2018 Q1	$6.38M	Sell	75,240 -31,235	-29%	-$2.67M	1.64%	6
2017 Q4	$9.3M	Buy	106,475 +34,090	+47%	+$2.99M	2.4%	3
2017 Q3	$6.37M	Buy	72,385 +11,865	+20%	+$1.04M	1.97%	5
2017 Q2	$5.3M	Sell	60,520 -3,475	-5%	-$303K	1.97%	5
2017 Q1	$5.53M	Buy	63,995 +6,790	+12%	+$584K	2.2%	4
2016 Q4	$4.9M	Buy	57,205 +27,455	+92%	+$2.39M	2.05%	4
2016 Q3	$2.67M	Buy	29,750 +1,505	+5%	+$135K	1.2%	33
2016 Q2	$2.52M	Sell	28,245 -2,575	-8%	-$226K	1.13%	34
2016 Q1	$2.68M	Sell	30,820 -615	-2%	-$52.2K	1.19%	27
2015 Q4	$2.64M	Buy	31,435 +1,700	+6%	+$144K	1.16%	30
2015 Q3	$2.54M	Buy	+29,735	New	+$2.52M	1.1%	32

Other funds holding VCIT

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Northern Capital Management (Wisconsin)'s VCIT Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.4% in Q4 2018, buying an estimated $120K and bringing the position to 44,020 shares worth $3.65M. The position accounts for 0.98% of the portfolio, ranked #32.

Northern Capital Management (Wisconsin) first reported a position in VCIT in Q3 2015 and has held it in 14 quarters since. The position peaked at $9.3M in Q4 2017. 505 funds tracked by Wall St. Rank hold VCIT as of Q4 2018.

Northern Capital Management (Wisconsin) held 44,020 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.65M as of Q4 2018.
Northern Capital Management (Wisconsin) bought 1,455 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2018, an estimated $120K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.98% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #32 holding.
Northern Capital Management (Wisconsin) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2015 and has held it in 14 quarters since.
Northern Capital Management (Wisconsin)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $9.3M in Q4 2017.
505 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.