Valley Financial Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Valley Financial Management’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 Q2	$38.4K	Hold	486	–	–	0.02%	40
2023 Q1	$39K	Hold	486	–	–	0.02%	44
2022 Q4	$37.7K	Buy	+486	New	+$37.4K	0.02%	39

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valley Financial Management's VCIT Position: Q2 2023 in Review

Valley Financial Management held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2023 at 486 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #40.

Valley Financial Management first reported a position in VCIT in Q4 2022 and has held it in 3 quarters since. The position peaked at $39K in Q1 2023. 932 funds tracked by Wall St. Rank hold VCIT as of Q2 2023.

Valley Financial Management held 486 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $38.4K as of Q2 2023.
Valley Financial Management left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2023.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Valley Financial Management's portfolio in Q2 2023, its #40 holding.
Valley Financial Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 3 quarters since.
Valley Financial Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $39K in Q1 2023.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.