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

Summit Securities 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
2024 Q1	–	Sell	-3,000	Closed	-$244K	–	916
2023 Q4	$244K	Hold	3,000	–	–	0.02%	242
2023 Q3	$228K	Sell	3,000 -8,500	-74%	-$661K	0.02%	174
2023 Q2	$909K	Sell	11,500 -10,500	-48%	-$834K	0.12%	102
2023 Q1	$1.76M	Buy	22,000 +14,000	+175%	+$1.11M	0.15%	68
2022 Q4	$620K	Buy	+8,000	New	+$615K	0.02%	205
2022 Q2	–	Sell	-5,000	Closed	-$430K	–	1237
2022 Q1	$430K	Sell	5,000 -13,000	-72%	-$1.15M	0.05%	246
2021 Q4	$1.67M	Buy	18,000 +7,000	+64%	+$655K	0.08%	184
2021 Q3	$1.04M	Buy	11,000 +2,000	+22%	+$191K	0.08%	256
2021 Q2	$856K	Sell	9,000 -6,100	-40%	-$574K	0.07%	282
2021 Q1	$1.41M	Buy	15,100 +7,600	+101%	+$722K	0.15%	149
2020 Q4	$729K	Sell	7,500 -2,500	-25%	-$241K	0.06%	285
2020 Q3	$958K	Sell	10,000 -80,000	-89%	-$7.69M	0.1%	160
2020 Q2	$8.56M	Sell	90,000 -210,000	-70%	-$19.3M	1.06%	17
2020 Q1	$26.1M	Buy	300,000 +275,071	+1,103%	+$25M	4.59%	1
2019 Q4	$2.28M	Sell	24,929 -95,388	-79%	-$8.7M	0.17%	124
2019 Q3	$11M	Buy	120,317 +90,317	+301%	+$8.18M	0.97%	15
2019 Q2	$2.7M	Sell	30,000 -77,521	-72%	-$6.78M	0.31%	69
2019 Q1	$9.34M	Buy	+107,521	New	+$9.11M	1.71%	11
2018 Q4	–	Sell	-15,000	Closed	-$1.25M	–	355
2018 Q3	$1.25M	Buy	+15,000	New	+$1.26M	0.47%	45
2018 Q2	–	Sell	-94,605	Closed	-$8.03M	–	254
2018 Q1	$8.03M	Buy	94,605 +59,605	+170%	+$5.09M	1.96%	11
2017 Q4	$3.06M	Sell	35,000 -25,000	-42%	-$2.19M	0.36%	27
2017 Q3	$5.28M	Buy	60,000 +36,662	+157%	+$3.23M	0.9%	15
2017 Q2	$2.04M	Sell	23,338 -16,662	-42%	-$1.45M	0.36%	26
2017 Q1	$3.46M	Buy	40,000 +32,500	+433%	+$2.79M	1%	16
2016 Q4	$643K	Buy	7,500 +2,900	+63%	+$252K	0.14%	131
2016 Q3	$412K	Sell	4,600 -54,040	-92%	-$4.84M	0.14%	81
2016 Q2	$5.24M	Buy	58,640 +2,173	+4%	+$191K	2.8%	6
2016 Q1	$4.91M	Buy	56,467 +36,467	+182%	+$3.09M	3.44%	6
2015 Q4	$1.68M	Hold	20,000	–	–	0.54%	31
2015 Q3	$1.71M	Sell	20,000 -80,000	-80%	-$6.79M	1.23%	18
2015 Q2	$8.53M	Buy	+100,000	New	+$8.65M	4.17%	6
2015 Q1	–	Sell	-14,000	Closed	-$1.21M	–	649
2014 Q4	$1.21M	Sell	14,000 -14,202	-50%	-$1.23M	0.35%	56
2014 Q3	$2.42M	Sell	28,202 -10,514	-27%	-$907K	0.7%	34
2014 Q2	$3.35M	Buy	+38,716	New	+$3.32M	1.15%	22

Other funds holding VCIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Summit Securities Group's VCIT Position: Q1 2024 in Review

Summit Securities Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024, closing a stake of 3,000 shares — an estimated $244K sold.

Summit Securities Group first reported a position in VCIT in Q2 2014 and held it in 34 quarters. The position peaked at $26.1M in Q1 2020. 1,046 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Summit Securities Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Summit Securities Group sold 3,000 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $244K.
Summit Securities Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2014 and held it in 34 quarters.
Summit Securities Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $26.1M in Q1 2020.
1,046 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.