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

UBS’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
2014 Q3	$20.4M	Buy	237,940 +13,444	+6%	+$1.16M	0.02%	947
2014 Q2	$19.4M	Sell	224,496 -2,753	-1%	-$236K	0.02%	908
2014 Q1	$19.3M	Sell	227,249 -86,849	-28%	-$7.32M	0.02%	816
2013 Q4	$26M	Buy	314,098 +18,270	+6%	+$1.53M	0.02%	665
2013 Q3	$24.7M	Sell	295,828 -50,905	-15%	-$4.22M	0.03%	621
2013 Q2	$28.8M	Buy	+346,733	New	+$30.1M	0.03%	492

Other funds holding VCIT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAS

INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS's VCIT Position: Q3 2014 in Review

UBS increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 6% in Q3 2014, buying an estimated $1.16M and bringing the position to 237,940 shares worth $20.4M. The position accounts for 0.02% of the portfolio, ranked #947.

UBS first reported a position in VCIT in Q2 2013 and has held it in 6 quarters since. The position peaked at $28.8M in Q2 2013. 183 funds tracked by Wall St. Rank hold VCIT as of Q3 2014.

UBS held 237,940 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $20.4M as of Q3 2014.
UBS bought 13,444 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2014, an estimated $1.16M.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of UBS's portfolio in Q3 2014, its #947 holding.
UBS first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 6 quarters since.
UBS's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $28.8M in Q2 2013.
183 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.