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	-400	Closed	-$454K	–	1375
2022 Q4	$454K	Sell	400 -3,375	-89%	-$259K	0.01%	759
2022 Q3	$286K	Buy	+3,775	New	+$302K	0.01%	947
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Pathstone Family Office's VCIT Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2023: 41,479 shares worth $3.15M. The stake represents 0.02% of the portfolio and ranks #376 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in VCIT as recently as Q4 2022.

Pathstone Family Office first reported a position in VCIT in Q3 2018 and has held it in 8 quarters since. 929 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Pathstone Family Office held 41,479 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.15M as of Q3 2023.
Vanguard Intermediate-Term Corporate Bond ETF was a new Pathstone Family Office position in Q3 2023.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #376 holding.
Pathstone Family Office first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2018 and has held it in 8 quarters since.
929 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.