Operose Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Operose Advisors’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
2024 Q4	–	Sell	-2,570	Closed	-$215K	–	631
2024 Q3	$215K	Buy	2,570 +2,529	+6,168%	+$208K	0.07%	135
2024 Q2	$3.28K	Hold	41	–	–	﹤0.01%	517
2024 Q1	$3.3K	Sell	41 -27	-40%	-$2.17K	﹤0.01%	567
2023 Q4	$5.53K	Hold	68	–	–	﹤0.01%	522
2023 Q3	$5.17K	Hold	68	–	–	﹤0.01%	657
2023 Q2	$5.37K	Hold	68	–	–	﹤0.01%	309
2023 Q1	$5.46K	Hold	68	–	–	﹤0.01%	293
2022 Q4	$5.27K	Hold	68	–	–	﹤0.01%	318
2022 Q3	$5K	Hold	68	–	–	﹤0.01%	306
2022 Q2	$5K	Hold	68	–	–	﹤0.01%	270
2022 Q1	$6K	Hold	68	–	–	﹤0.01%	286
2021 Q4	$6K	Buy	+68	New	+$6.36K	﹤0.01%	271

Other funds holding VCIT

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

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Operose Advisors's VCIT Position: Q4 2024 in Review

Operose Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 2,570 shares — an estimated $215K sold.

Operose Advisors first reported a position in VCIT in Q4 2021 and held it in 12 quarters. The position peaked at $215K in Q3 2024. 1,180 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Operose Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 2,570 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $215K.
Operose Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
Operose Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $215K in Q3 2024.
1,180 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.