Richard C. Young & Co’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Richard C. Young & Co’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	–	Sell	-4,500	Closed	-$366K	–	82
2023 Q4	$366K	Hold	4,500	–	–	0.05%	71
2023 Q3	$342K	Hold	4,500	–	–	0.05%	69
2023 Q2	$356K	Hold	4,500	–	–	0.05%	68
2023 Q1	$361K	Hold	4,500	–	–	0.05%	69
2022 Q4	$349K	Hold	4,500	–	–	0.05%	72
2022 Q3	$341K	Sell	4,500 -458,674	-99%	-$36.8M	0.05%	70
2022 Q2	$37.1M	Buy	463,174 +458,674	+10,193%	+$37.4M	4.8%	1
2022 Q1	$387K	Hold	4,500	–	–	0.05%	70
2021 Q4	$417K	Sell	4,500 -126	-3%	-$11.8K	0.05%	69
2021 Q3	$437K	Buy	4,626 +126	+3%	+$12K	0.06%	66
2021 Q2	$428K	Hold	4,500	–	–	0.05%	71
2021 Q1	$415K	Sell	4,500 -965	-18%	-$91.7K	0.06%	70
2020 Q4	$531K	Buy	+5,465	New	+$527K	0.08%	67

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richard C. Young & Co's VCIT Position: Q1 2024 in Review

Richard C. Young & Co sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 4,500 shares — an estimated $366K sold.

Richard C. Young & Co first reported a position in VCIT in Q4 2020 and held it in 13 quarters. The position peaked at $37.1M in Q2 2022. 1,050 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Richard C. Young & Co reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Richard C. Young & Co sold 4,500 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $366K.
Richard C. Young & Co first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
Richard C. Young & Co's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $37.1M in Q2 2022.
1,050 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Richard C. Young & Co's 13F filing for Q1 2024, filed 8 May 2024.