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

Tobias Financial 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
2024
Q3 		– Sell
-6,063
Closed -$485K – 111
2024
Q2 		$485K Buy
+6,063
New +$481K 0.1% 67

Other funds holding VCIT

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tobias Financial Advisors's VCIT Position: Q3 2024 in Review

Tobias Financial Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024, closing a stake of 6,063 shares — an estimated $485K sold.

Tobias Financial Advisors first reported a position in VCIT in Q2 2024 and held it in 1 quarter. The position peaked at $485K in Q2 2024. 1,084 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

  • Tobias Financial Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tobias Financial Advisors sold 6,063 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $485K.
  • Tobias Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Tobias Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $485K in Q2 2024.
  • 1,084 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Tobias Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.