RFA
VCIT icon

Reilly Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$166K Buy
1,791
+164
+10% +$15.3K 0.01% 225
2021
Q3 		$154K Buy
1,627
+1,179
+263% +$113K 0.01% 220
2021
Q2 		$43K Sell
448
-309
-41% -$29.1K ﹤0.01% 402
2021
Q1 		$70K Buy
757
+397
+110% +$37.7K 0.01% 308
2020
Q4 		$35K Hold
360
– – ﹤0.01% 389
2020
Q3 		$34K Buy
360
+246
+216% +$23.7K ﹤0.01% 364
2020
Q2 		$11K Hold
114
– – ﹤0.01% 566
2020
Q1 		$10K Buy
114
+93
+443% +$8.46K ﹤0.01% 549
2019
Q4 		$2K Sell
21
-200
-90% -$18.2K ﹤0.01% 823
2019
Q3 		$20K Buy
221
+200
+952% +$18.1K ﹤0.01% 513
2019
Q2 		$2K Hold
21
– – ﹤0.01% 876
2019
Q1 		$2K Hold
21
– – ﹤0.01% 896
2018
Q4 		$2K Sell
21
-69
-77% -$5.69K ﹤0.01% 871
2018
Q3 		$8K Buy
90
+69
+329% +$5.78K ﹤0.01% 754
2018
Q2 		$2K Buy
+21
New +$1.76K ﹤0.01% 931
2018
Q1 		– Sell
-192
Closed -$17K – 1059
2017
Q4 		$17K Hold
192
– – ﹤0.01% 549
2017
Q3 		$17K Sell
192
-77
-29% -$6.77K ﹤0.01% 539
2017
Q2 		$24K Buy
+269
New +$23.5K ﹤0.01% 461
2017
Q1 		– Sell
-288
Closed -$25K – 958
2016
Q4 		$25K Hold
288
– – ﹤0.01% 412
2016
Q3 		$26K Hold
288
– – ﹤0.01% 366
2016
Q2 		$26K Hold
288
– – ﹤0.01% 344
2016
Q1 		$25K Hold
288
– – ﹤0.01% 537
2015
Q4 		$24K Buy
+288
New +$24.5K ﹤0.01% 563

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Reilly Financial Advisors's VCIT Position: Q4 2021 in Review

Reilly Financial Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 10% in Q4 2021, buying an estimated $15.3K and bringing the position to 1,791 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #225.

Reilly Financial Advisors first reported a position in VCIT in Q4 2015 and has held it in 23 quarters since. 928 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

  • Reilly Financial Advisors held 1,791 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $166K as of Q4 2021.
  • Reilly Financial Advisors bought 164 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $15.3K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #225 holding.
  • Reilly Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2015 and has held it in 23 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.