PFO
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Pathstone Family Office’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Pathstone Family Office’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
Q3 		$3.15M Buy
+41,479
New +$3.23M 0.02% 376
2023
Q1 		– Sell
-800
Closed -$908K – 1518
2022
Q4 		$908K Sell
800
-6,750
-89% -$519K 0.01% 831
2022
Q3 		$571K Buy
+7,550
New +$605K 0.01% 1023
2019
Q4 		– Sell
-25
Closed -$2K – 626
2019
Q3 		$2K Hold
25
– – ﹤0.01% 573
2019
Q2 		$2K Hold
25
– – ﹤0.01% 601
2019
Q1 		$2K Hold
25
– – ﹤0.01% 808
2018
Q4 		$2K Hold
25
– – ﹤0.01% 484
2018
Q3 		$2K Buy
+25
New +$2.1K ﹤0.01% 213

Other funds holding VCIT

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return