Simply Money Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Simply Money 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
2018 Q1	$1.12M	Buy	13,206 +725	+6%	+$62K	0.16%	27
2017 Q4	$1.09M	Sell	12,481 -334	-3%	-$29.3K	0.14%	28
2017 Q3	$1.13M	Buy	12,815 +1,635	+15%	+$144K	0.15%	29
2017 Q2	$979K	Buy	11,180 +6,343	+131%	+$554K	0.13%	29
2017 Q1	$418K	Sell	4,837 -80	-2%	-$6.88K	0.06%	28
2016 Q4	$421K	Buy	4,917 +1,722	+54%	+$150K	0.06%	28
2016 Q3	$286K	Buy	3,195 +989	+45%	+$88.5K	0.04%	25
2016 Q2	$197K	Buy	+2,206	New	+$193K	0.03%	25
2013 Q3	–	Sell	-221	Closed	-$18K	–	348
2013 Q2	$18K	Buy	+221	New	+$19.2K	﹤0.01%	119

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Simply Money Advisors's VCIT Position: Q1 2018 in Review

Simply Money Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 5.8% in Q1 2018, buying an estimated $62K and bringing the position to 13,206 shares worth $1.12M. The position accounts for 0.16% of the portfolio, ranked #27.

Simply Money Advisors first reported a position in VCIT in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2017. 478 funds tracked by Wall St. Rank hold VCIT as of Q1 2018.

Simply Money Advisors held 13,206 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.12M as of Q1 2018.
Simply Money Advisors bought 725 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2018, an estimated $62K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.16% of Simply Money Advisors's portfolio in Q1 2018, its #27 holding.
Simply Money Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 9 quarters since.
Simply Money Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.13M in Q3 2017.
478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.