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Stokes & Hubbell Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Stokes & Hubbell Capital Management’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
2019
Q1 		$15.4M Sell
177,647
-4,212
-2% -$357K 3.24% 3
2018
Q4 		$15.1M Buy
181,859
+59,354
+48% +$4.89M 3.42% 4
2018
Q3 		$10.3M Sell
122,505
-5,179
-4% -$434K 2.13% 13
2018
Q2 		$10.7M Buy
127,684
+386
+0.3% +$32.3K 2.42% 13
2018
Q1 		$10.8M Buy
127,298
+20,726
+19% +$1.77M 2.51% 12
2017
Q4 		$9.35M Buy
106,572
+11,235
+12% +$985K 2.25% 12
2017
Q3 		$8.42M Buy
95,337
+31,717
+50% +$2.79M 2.18% 12
2017
Q2 		$5.57M Buy
63,620
+23,752
+60% +$2.07M 1.71% 15
2017
Q1 		$3.44M Buy
39,868
+23,040
+137% +$1.98M 1.17% 22
2016
Q4 		$1.44M Buy
16,828
+2,783
+20% +$242K 0.56% 43
2016
Q3 		$1.26M Buy
14,045
+1,648
+13% +$147K 0.52% 41
2016
Q2 		$1.11M Buy
12,397
+2,247
+22% +$197K 0.48% 40
2016
Q1 		$882K Buy
10,150
+2,797
+38% +$237K 0.41% 43
2015
Q4 		$618K Buy
7,353
+1,178
+19% +$100K 0.34% 48
2015
Q3 		$527K Buy
+6,175
New +$524K 0.32% 46

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stokes & Hubbell Capital Management's VCIT Position: Q1 2019 in Review

Stokes & Hubbell Capital Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2.3% in Q1 2019, selling an estimated $357K and leaving 177,647 shares worth $15.4M. The position accounts for 3.24% of the portfolio, ranked #3.

Stokes & Hubbell Capital Management first reported a position in VCIT in Q3 2015 and has held it in 15 quarters since. 544 funds tracked by Wall St. Rank hold VCIT as of Q1 2019.

  • Stokes & Hubbell Capital Management held 177,647 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $15.4M as of Q1 2019.
  • Stokes & Hubbell Capital Management sold 4,212 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2019, an estimated $357K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 3.24% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #3 holding.
  • Stokes & Hubbell Capital Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2015 and has held it in 15 quarters since.
  • 544 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.