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Rowland Carmichael Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Rowland Carmichael 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
2020
Q4 		$14K Hold
142
– – ﹤0.01% 348
2020
Q3 		$14K Hold
142
– – 0.01% 322
2020
Q2 		$14K Sell
142
-35
-20% -$3.22K 0.01% 317
2020
Q1 		$15K Hold
177
– – 0.01% 294
2019
Q4 		$16K Sell
177
-2,235
-93% -$204K 0.01% 332
2019
Q3 		$220K Hold
2,412
– – 0.08% 267
2019
Q2 		$217K Sell
2,412
-95
-4% -$8.31K 0.08% 251
2019
Q1 		$218K Sell
2,507
-1,102
-31% -$93.4K 0.08% 243
2018
Q4 		$299K Buy
3,609
+969
+37% +$79.9K 0.13% 172
2018
Q3 		$221K Sell
2,640
-2,072
-44% -$174K 0.09% 248
2018
Q2 		$394K Sell
4,712
-9,325
-66% -$780K 0.17% 161
2018
Q1 		$1.19M Sell
14,037
-2,646
-16% -$226K 0.65% 29
2017
Q4 		$1.46M Buy
16,683
+444
+3% +$38.9K 0.75% 24
2017
Q3 		$1.43M Sell
16,239
-1,885
-10% -$166K 0.79% 22
2017
Q2 		$1.59M Sell
18,124
-4,601
-20% -$402K 0.92% 16
2017
Q1 		$1.96M Sell
22,725
-6,637
-23% -$571K 1.19% 9
2016
Q4 		$2.52M Buy
29,362
+2,588
+10% +$225K 1.48% 6
2016
Q3 		$2.4M Buy
26,774
+9,626
+56% +$861K 1.53% 6
2016
Q2 		$1.53M Buy
+17,148
New +$1.5M 0.97% 16

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rowland Carmichael Advisors's VCIT Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q4 2020 at 142 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Rowland Carmichael Advisors first reported a position in VCIT in Q2 2016 and has held it in 19 quarters since. The position peaked at $2.52M in Q4 2016. 828 funds tracked by Wall St. Rank hold VCIT as of Q4 2020.

  • Rowland Carmichael Advisors held 142 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $14K as of Q4 2020.
  • Rowland Carmichael Advisors left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q4 2020.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #348 holding.
  • Rowland Carmichael Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2016 and has held it in 19 quarters since.
  • Rowland Carmichael Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.52M in Q4 2016.
  • 828 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.