Spearhead Capital Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Spearhead Capital 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
2022 Q3	–	Sell	-17,877	Closed	-$1.43M	–	158
2022 Q2	$1.43M	Sell	17,877 -1,339	-7%	-$109K	0.21%	62
2022 Q1	$1.65M	Buy	19,216 +1,164	+6%	+$103K	0.2%	61
2021 Q4	$1.67M	Buy	18,052 +2,580	+17%	+$241K	0.2%	64
2021 Q3	$1.46M	Buy	15,472 +3,360	+28%	+$321K	0.19%	59
2021 Q2	$1.15M	Buy	12,112 +1,156	+11%	+$109K	0.16%	64
2021 Q1	$1.02M	Buy	10,956 +1,742	+19%	+$166K	0.15%	63
2020 Q4	$895K	Buy	9,214 +2,748	+42%	+$265K	0.14%	63
2020 Q3	$619K	Sell	6,466 -14	-0.2%	-$1.35K	0.12%	73
2020 Q2	$616K	Buy	6,480 +1,639	+34%	+$151K	0.13%	65
2020 Q1	$422K	Sell	4,841 -273	-5%	-$24.8K	0.12%	76
2019 Q4	$467K	Buy	5,114 +206	+4%	+$18.8K	0.12%	70
2019 Q3	$448K	Buy	4,908 +945	+24%	+$85.6K	0.12%	66
2019 Q2	$356K	Buy	3,963 +669	+20%	+$58.5K	0.1%	67
2019 Q1	$286K	Buy	+3,294	New	+$279K	0.09%	67
2018 Q3	–	Sell	-5,213	Closed	-$435K	–	70
2018 Q2	$435K	Buy	5,213 +232	+5%	+$19.4K	0.16%	65
2018 Q1	$423K	Buy	4,981 +2,538	+104%	+$217K	0.16%	63
2017 Q4	$213K	Buy	+2,443	New	+$214K	0.1%	60

Other funds holding VCIT

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spearhead Capital Advisors's VCIT Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 17,877 shares — an estimated $1.43M sold.

Spearhead Capital Advisors first reported a position in VCIT in Q4 2017 and held it in 17 quarters. The position peaked at $1.67M in Q4 2021. 852 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 17,877 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $1.43M.
Spearhead Capital Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 17 quarters.
Spearhead Capital Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.67M in Q4 2021.
852 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.