RegentAtlantic Capital’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$804K	Buy	10,630 +6,056	+132%	+$485K	0.02%	354
2022 Q2	$366K	Buy	4,574 +843	+23%	+$68.8K	0.01%	508
2022 Q1	$321K	Sell	3,731 -2,277	-38%	-$202K	0.01%	560
2021 Q4	$557K	Buy	6,008 +398	+7%	+$37.2K	0.02%	431
2021 Q3	$530K	Sell	5,610 -284	-5%	-$27.1K	0.02%	423
2021 Q2	$560K	Sell	5,894 -1,861	-24%	-$175K	0.02%	401
2021 Q1	$721K	Buy	7,755 +2,940	+61%	+$279K	0.02%	322
2020 Q4	$468K	Buy	4,815 +2,397	+99%	+$231K	0.02%	352
2020 Q3	$232K	Sell	2,418 -912	-27%	-$87.7K	0.01%	450
2020 Q2	$317K	Buy	+3,330	New	+$306K	0.02%	379
2015 Q1	–	Sell	-563	Closed	-$48.5K	–	922
2014 Q4	$48.5K	Buy	+563	New	+$48.6K	﹤0.01%	593

Other funds holding VCIT

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

RegentAtlantic Capital's VCIT Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 132% in Q3 2022, buying an estimated $485K and bringing the position to 10,630 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #354.

RegentAtlantic Capital first reported a position in VCIT in Q4 2014 and has held it in 11 quarters since. 851 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

RegentAtlantic Capital held 10,630 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $804K as of Q3 2022.
RegentAtlantic Capital bought 6,056 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $485K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #354 holding.
RegentAtlantic Capital first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2014 and has held it in 11 quarters since.
851 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.