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Peninsula Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Peninsula Wealth’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 		$289K Hold
3,597
– – 0.05% 90
2024
Q3 		$298K Sell
3,597
-3,916
-52% -$322K 0.05% 83
2024
Q2 		$610K Sell
7,513
-9,415
-56% -$748K 0.11% 57
2024
Q1 		$1.36M Sell
16,928
-2,674
-14% -$215K 0.27% 36
2023
Q4 		$1.59M Sell
19,602
-33,977
-63% -$2.63M 0.33% 30
2023
Q3 		$4M Buy
53,579
+5,239
+11% +$408K 0.94% 15
2023
Q2 		$3.82M Sell
48,340
-1,191
-2% -$94.6K 1% 17
2023
Q1 		$3.97M Buy
49,531
+6,378
+15% +$506K 1.15% 16
2022
Q4 		$3.34M Sell
43,153
-6,583
-13% -$506K 1.05% 17
2022
Q3 		$3.76M Sell
49,736
-488
-1% -$39.1K 1.33% 14
2022
Q2 		$4.02M Buy
50,224
+3,121
+7% +$255K 1.36% 15
2022
Q1 		$4.05M Buy
47,103
+2,147
+5% +$191K 1.15% 17
2021
Q4 		$4.17M Buy
44,956
+5,332
+13% +$499K 1.12% 17
2021
Q3 		$3.74M Buy
39,624
+2,548
+7% +$243K 1.19% 16
2021
Q2 		$3.52M Buy
37,076
+185
+0.5% +$17.4K 1.15% 16
2021
Q1 		$3.43M Buy
36,891
+5,124
+16% +$487K 1.23% 16
2020
Q4 		$3.09M Buy
31,767
+5,371
+20% +$517K 1.16% 16
2020
Q3 		$2.53M Buy
26,396
+2,455
+10% +$236K 1.08% 17
2020
Q2 		$2.28M Sell
23,941
-1,898
-7% -$175K 1.06% 15
2020
Q1 		$2.25M Buy
25,839
+5,086
+25% +$463K 1.26% 14
2019
Q4 		$1.9M Buy
20,753
+1,003
+5% +$91.5K 0.88% 12
2019
Q3 		$1.8M Buy
19,750
+1,547
+8% +$140K 0.9% 11
2019
Q2 		$1.64M Sell
18,203
-709
-4% -$62K 0.84% 11
2019
Q1 		$1.64M Sell
18,912
-431
-2% -$36.5K 0.91% 11
2018
Q4 		$1.6M Buy
19,343
+2,945
+18% +$243K 1% 12
2018
Q3 		$1.37M Buy
16,398
+70
+0.4% +$5.87K 0.74% 12
2018
Q2 		$1.36M Buy
16,328
+70
+0.4% +$5.85K 0.8% 11
2018
Q1 		$1.38M Buy
+16,258
New +$1.39M 0.82% 11

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peninsula Wealth's VCIT Position: Q4 2024 in Review

Peninsula Wealth held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q4 2024 at 3,597 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #90.

Peninsula Wealth first reported a position in VCIT in Q1 2018 and has held it in 28 quarters since. The position peaked at $4.17M in Q4 2021. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

  • Peninsula Wealth held 3,597 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $289K as of Q4 2024.
  • Peninsula Wealth left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q4 2024.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.05% of Peninsula Wealth's portfolio in Q4 2024, its #90 holding.
  • Peninsula Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2018 and has held it in 28 quarters since.
  • Peninsula Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.17M in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.