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Source Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Source Financial 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
2024
Q3 		$898K Sell
10,726
-954
-8% -$78.4K 0.27% 50
2024
Q2 		$934K Sell
11,680
-418
-3% -$33.2K 0.29% 47
2024
Q1 		$974K Sell
12,098
-7,707
-39% -$619K 0.3% 44
2023
Q4 		$1.61M Sell
19,805
-422
-2% -$32.6K 0.5% 36
2023
Q3 		$1.54M Sell
20,227
-2,856
-12% -$222K 0.52% 40
2023
Q2 		$1.82M Buy
23,083
+2,545
+12% +$202K 0.6% 35
2023
Q1 		$1.65M Sell
20,538
-432
-2% -$34.2K 0.55% 35
2022
Q4 		$1.63M Sell
20,970
-4,948
-19% -$380K 0.61% 36
2022
Q3 		$1.96M Sell
25,918
-2,861
-10% -$229K 0.78% 32
2022
Q2 		$2.3M Sell
28,779
-554
-2% -$45.2K 0.9% 30
2022
Q1 		$2.52M Sell
29,333
-5,793
-16% -$514K 0.74% 27
2021
Q4 		$3.26M Sell
35,126
-1,267
-3% -$119K 0.88% 24
2021
Q3 		$3.44M Buy
36,393
+419
+1% +$40K 0.89% 23
2021
Q2 		$3.42M Sell
35,974
-2,436
-6% -$229K 0.88% 24
2021
Q1 		$3.57M Buy
38,410
+769
+2% +$73.1K 0.95% 23
2020
Q4 		$3.66M Buy
+37,641
New +$3.63M 0.99% 21

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Source Financial Advisors's VCIT Position: Q3 2024 in Review

Source Financial Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8.2% in Q3 2024, selling an estimated $78.4K and leaving 10,726 shares worth $898K. The position accounts for 0.27% of the portfolio, ranked #50.

Source Financial Advisors first reported a position in VCIT in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.66M in Q4 2020. 1,079 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

  • Source Financial Advisors held 10,726 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $898K as of Q3 2024.
  • Source Financial Advisors sold 954 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $78.4K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.27% of Source Financial Advisors's portfolio in Q3 2024, its #50 holding.
  • Source Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.66M in Q4 2020.
  • 1,079 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.