NFP
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Novak Financial Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Novak Financial Planning’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
Q2 		$1.74M Sell
18,324
-143
-0.8% -$13.5K 0.85% 35
2021
Q1 		$1.72M Sell
18,467
-171
-0.9% -$16.2K 0.94% 30
2020
Q4 		$1.81M Buy
+18,638
New +$1.8M 1.07% 28

Other funds holding VCIT

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Novak Financial Planning's VCIT Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.77% in Q2 2021, selling an estimated $13.5K and leaving 18,324 shares worth $1.74M. The position accounts for 0.85% of the portfolio, ranked #35.

Novak Financial Planning first reported a position in VCIT in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.81M in Q4 2020. 835 funds tracked by Wall St. Rank hold VCIT as of Q2 2021.

  • Novak Financial Planning held 18,324 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.74M as of Q2 2021.
  • Novak Financial Planning sold 143 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2021, an estimated $13.5K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.85% of Novak Financial Planning's portfolio in Q2 2021, its #35 holding.
  • Novak Financial Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.81M in Q4 2020.
  • 835 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.