Placemark Investments’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Placemark Investments’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
2014 Q4	$1.38M	Sell	16,066 -3,146	-16%	-$272K	0.02%	729
2014 Q3	$1.65M	Buy	19,212 +1,652	+9%	+$143K	0.03%	631
2014 Q2	$1.52M	Sell	17,560 -3,826	-18%	-$328K	0.03%	677
2014 Q1	$1.82M	Sell	21,386 -6,783	-24%	-$572K	0.03%	573
2013 Q4	$2.33M	Buy	28,169 +380	+1%	+$31.8K	0.04%	506
2013 Q3	$2.32M	Sell	27,789 -7,809	-22%	-$648K	0.04%	475
2013 Q2	$2.96M	Buy	+35,598	New	+$3.09M	0.06%	366

Other funds holding VCIT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IAS

INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Placemark Investments's VCIT Position: Q4 2014 in Review

Placemark Investments reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 16% in Q4 2014, selling an estimated $272K and leaving 16,066 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #729.

Placemark Investments first reported a position in VCIT in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.96M in Q2 2013. 205 funds tracked by Wall St. Rank hold VCIT as of Q4 2014.

Placemark Investments held 16,066 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.38M as of Q4 2014.
Placemark Investments sold 3,146 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2014, an estimated $272K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #729 holding.
Placemark Investments first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.96M in Q2 2013.
205 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.