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

Tri-Star 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
2023 Q3	$440K	Hold	5,788	–	–	7.45%	7
2023 Q2	$457K	Hold	5,788	–	–	6.91%	8
2023 Q1	$464K	Buy	+5,788	New	+$459K	6.8%	8
2022 Q4	–	Sell	-5,788	Closed	-$437K	–	59
2022 Q3	$437K	Hold	5,788	–	–	0.22%	40
2022 Q2	$467K	Hold	5,788	–	–	0.23%	41
2022 Q1	$475K	Hold	5,788	–	–	0.22%	36
2021 Q4	$529K	Hold	5,788	–	–	0.22%	34
2021 Q3	$546K	Buy	+5,788	New	+$553K	0.24%	34

Other funds holding VCIT

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

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

JSTA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Tri-Star Advisors's VCIT Position: Q3 2023 in Review

Tri-Star Advisors held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q3 2023 at 5,788 shares worth $440K. The position accounts for 7.45% of the portfolio, ranked #7.

Tri-Star Advisors first reported a position in VCIT in Q3 2021 and has held it in 8 quarters since. The position peaked at $546K in Q3 2021. 927 funds tracked by Wall St. Rank hold VCIT as of Q3 2023.

Tri-Star Advisors held 5,788 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $440K as of Q3 2023.
Tri-Star Advisors left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q3 2023.
Vanguard Intermediate-Term Corporate Bond ETF made up 7.45% of Tri-Star Advisors's portfolio in Q3 2023, its #7 holding.
Tri-Star Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2021 and has held it in 8 quarters since.
Tri-Star Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $546K in Q3 2021.
927 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2023.

Based on Tri-Star Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.