Sage Advisory Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Sage Advisory Services’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
2018 Q4	–	Sell	-8,562	Closed	-$715K	–	61
2018 Q3	$715K	Hold	8,562	–	–	0.07%	39
2018 Q2	$715K	Sell	8,562 -18	-0.2%	-$1.5K	0.07%	37
2018 Q1	$728K	Sell	8,580 -23,602	-73%	-$2.02M	0.07%	40
2017 Q4	$2.81M	Hold	32,182	–	–	0.28%	29
2017 Q3	$2.83M	Buy	32,182 +11,720	+57%	+$1.03M	0.31%	25
2017 Q2	$1.79M	Buy	20,462 +5,695	+39%	+$497K	0.21%	23
2017 Q1	$1.28M	Buy	14,767 +3,500	+31%	+$301K	0.15%	23
2016 Q4	$966K	Buy	+11,267	New	+$980K	0.12%	24
2016 Q3	–	Sell	-13,322	Closed	-$1.19M	–	16
2016 Q2	$1.19M	Buy	+13,322	New	+$1.17M	0.16%	14

Other funds holding VCIT

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

CSIA

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

Sage Advisory Services's VCIT Position: Q4 2018 in Review

Sage Advisory Services sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2018, closing a stake of 8,562 shares — an estimated $715K sold.

Sage Advisory Services first reported a position in VCIT in Q2 2016 and held it in 9 quarters. The position peaked at $2.83M in Q3 2017. 505 funds tracked by Wall St. Rank hold VCIT as of Q4 2018.

Sage Advisory Services reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Sage Advisory Services sold 8,562 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2018, an estimated $715K.
Sage Advisory Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2016 and held it in 9 quarters.
Sage Advisory Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.83M in Q3 2017.
505 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2018.

Based on Sage Advisory Services's 13F filing for Q4 2018, filed 31 Jan 2019.