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

Summit X LLC’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
2021
Q1 		– Sell
-3,590
Closed -$348K – 278
2020
Q4 		$348K Buy
+3,590
New +$346K 0.1% 193
2018
Q2 		– Sell
-2,492
Closed -$211K – 213
2018
Q1 		$211K Hold
2,492
– – 0.13% 172
2017
Q4 		$218K Hold
2,492
– – 0.14% 167
2017
Q3 		$220K Sell
2,492
-160
-6% -$14.1K 0.15% 162
2017
Q2 		$233K Buy
+2,652
New +$232K 0.17% 164

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit X LLC's VCIT Position: Q1 2021 in Review

Summit X LLC sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2021, closing a stake of 3,590 shares — an estimated $348K sold.

Summit X LLC first reported a position in VCIT in Q2 2017 and held it in 5 quarters. The position peaked at $348K in Q4 2020. 813 funds tracked by Wall St. Rank hold VCIT as of Q1 2021.

  • Summit X LLC reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Summit X LLC sold 3,590 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2021, an estimated $348K.
  • Summit X LLC first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2017 and held it in 5 quarters.
  • Summit X LLC's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $348K in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2021.

Based on Summit X LLC's 13F filing for Q1 2021, filed 10 May 2021.