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

Ratio Wealth 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
2024 Q1	$44.6M	Buy	553,759 +89,662	+19%	+$7.2M	8.3%	1
2023 Q4	$37.7M	Buy	464,097 +37,108	+9%	+$2.87M	8.16%	1
2023 Q3	$32.4M	Buy	426,989 +30,651	+8%	+$2.38M	8.13%	1
2023 Q2	$31.3M	Buy	+396,338	New	+$31.5M	7.75%	1
2022 Q4	$28.1M	Buy	362,325 +244,003	+206%	+$18.8M	7.98%	1
2022 Q3	$8.95M	Buy	+118,322	New	+$9.48M	2.91%	15
2022 Q1	–	Sell	-109,346	Closed	-$10.1M	–	62
2021 Q4	$10.1M	Buy	109,346 +1,042	+1%	+$97.5K	3.05%	15
2021 Q3	$10.2M	Buy	108,304 +8,339	+8%	+$796K	3.36%	14
2021 Q2	$9.5M	Buy	99,965 +3,141	+3%	+$296K	3.41%	14
2021 Q1	$9.01M	Buy	96,824 +81,590	+536%	+$7.75M	3.76%	13
2020 Q4	$1.48M	Buy	+15,234	New	+$1.47M	0.79%	25

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

JSTA

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Ratio Wealth Group's VCIT Position: Q1 2024 in Review

Ratio Wealth Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 19% in Q1 2024, buying an estimated $7.2M and bringing the position to 553,759 shares worth $44.6M. The position accounts for 8.3% of the portfolio, ranked #1.

Ratio Wealth Group first reported a position in VCIT in Q4 2020 and has held it in 11 quarters since. 1,046 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Ratio Wealth Group held 553,759 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $44.6M as of Q1 2024.
Ratio Wealth Group bought 89,662 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $7.2M.
Vanguard Intermediate-Term Corporate Bond ETF made up 8.3% of Ratio Wealth Group's portfolio in Q1 2024, its #1 holding.
Ratio Wealth Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
1,046 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.