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SWM Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

SWM Advisors’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
2022
Q3 		– Sell
-5,706
Closed -$457K – 28
2022
Q2 		$457K Sell
5,706
-1,083
-16% -$88.4K 0.42% 13
2022
Q1 		$584K Sell
6,789
-4,385
-39% -$389K 0.46% 13
2021
Q4 		$998K Buy
+11,174
New +$1.05M 0.87% 9

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $147B AUM 18.73% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWM Advisors's VCIT Position: Q3 2022 in Review

SWM Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2022, closing a stake of 5,706 shares — an estimated $457K sold.

SWM Advisors first reported a position in VCIT in Q4 2021 and held it in 3 quarters. The position peaked at $998K in Q4 2021. 851 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

  • SWM Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SWM Advisors sold 5,706 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $457K.
  • SWM Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • SWM Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $998K in Q4 2021.
  • 851 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.