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Summit Equities’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Summit Equities’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
Q3 		$1.44M Buy
17,226
+74
+0.4% +$6.2K 0.24% 14
2018
Q2 		$1.43M Buy
17,152
+4,194
+32% +$351K 0.25% 15
2018
Q1 		$1.1M Buy
+12,958
New +$1.11M 0.19% 15

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Equities's VCIT Position: Q3 2018 in Review

Summit Equities increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.43% in Q3 2018, buying an estimated $6.2K and bringing the position to 17,226 shares worth $1.44M. The position accounts for 0.24% of the portfolio, ranked #14.

Summit Equities first reported a position in VCIT in Q1 2018 and has held it in 3 quarters since. 487 funds tracked by Wall St. Rank hold VCIT as of Q3 2018.

  • Summit Equities held 17,226 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.44M as of Q3 2018.
  • Summit Equities bought 74 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2018, an estimated $6.2K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.24% of Summit Equities's portfolio in Q3 2018, its #14 holding.
  • Summit Equities first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.