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

OTA 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
2023 Q2	–	Sell	-17,576	Closed	-$1.41M	–	38
2023 Q1	$1.41M	Buy	17,576 +4,479	+34%	+$355K	1.24%	13
2022 Q4	$1.01M	Buy	+13,097	New	+$1.01M	1.01%	17
2022 Q2	–	Sell	-19,930	Closed	-$1.71M	–	118
2022 Q1	$1.71M	Sell	19,930 -45,029	-69%	-$4M	1.09%	10
2021 Q4	$6.03M	Buy	+64,959	New	+$6.08M	4.12%	7
2021 Q3	–	Sell	-20,859	Closed	-$1.98M	–	91
2021 Q2	$1.98M	Buy	+20,859	New	+$1.96M	2.2%	12
2020 Q4	–	Sell	-94,794	Closed	-$9.08M	–	79
2020 Q3	$9.08M	Sell	94,794 -21,931	-19%	-$2.11M	8.42%	2
2020 Q2	$11.1M	Buy	+116,725	New	+$10.7M	12.58%	1

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

OTA Financial Group's VCIT Position: Q2 2023 in Review

OTA Financial Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2023, closing a stake of 17,576 shares — an estimated $1.41M sold.

OTA Financial Group first reported a position in VCIT in Q2 2020 and held it in 7 quarters. The position peaked at $11.1M in Q2 2020. 932 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

OTA Financial Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
OTA Financial Group sold 17,576 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2023, an estimated $1.41M.
OTA Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
OTA Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $11.1M in Q2 2020.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on OTA Financial Group's 13F filing for Q2 2023, filed 17 Aug 2023.