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Roman Butler Fullerton & Co’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Roman Butler Fullerton & 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
Q2 		– Sell
-7,585
Closed -$595K – 239
2024
Q1 		$595K Buy
7,585
+956
+14% +$76.7K 0.22% 105
2023
Q4 		$533K Buy
+6,629
New +$512K 0.21% 121

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Roman Butler Fullerton & Co's VCIT Position: Q2 2024 in Review

Roman Butler Fullerton & Co sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2024, closing a stake of 7,585 shares — an estimated $595K sold.

Roman Butler Fullerton & Co first reported a position in VCIT in Q4 2023 and held it in 2 quarters. The position peaked at $595K in Q1 2024. 1,057 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

  • Roman Butler Fullerton & Co reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 7,585 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $595K.
  • Roman Butler Fullerton & Co first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Roman Butler Fullerton & Co's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $595K in Q1 2024.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2024, filed 15 Jul 2024.