Strategic Capital Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Strategic Capital Group’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
2014 Q2	$1.86M	Sell	21,475 -5,601	-21%	-$481K	0.58%	64
2014 Q1	$2.3M	Buy	27,076 +25,204	+1,346%	+$2.13M	0.74%	54
2013 Q4	$155K	Sell	1,872 -18,362	-91%	-$1.54M	0.12%	120
2013 Q3	$1.69M	Sell	20,234 -22,214	-52%	-$1.84M	0.63%	64
2013 Q2	$3.52M	Buy	+42,448	New	+$3.69M	1.75%	6

Other funds holding VCIT

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IAS

INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return

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

Strategic Capital Group's VCIT Position: Q2 2014 in Review

Strategic Capital Group reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 21% in Q2 2014, selling an estimated $481K and leaving 21,475 shares worth $1.86M. The position accounts for 0.58% of the portfolio, ranked #64.

Strategic Capital Group first reported a position in VCIT in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.52M in Q2 2013. 170 funds tracked by Wall St. Rank hold VCIT as of Q2 2014.

Strategic Capital Group held 21,475 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.86M as of Q2 2014.
Strategic Capital Group sold 5,601 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2014, an estimated $481K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.58% of Strategic Capital Group's portfolio in Q2 2014, its #64 holding.
Strategic Capital Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 5 quarters since.
Strategic Capital Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.52M in Q2 2013.
170 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.