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Weatherstone Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Weatherstone Capital 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
2019
Q1 		$337K Buy
+3,878
New +$329K 0.36% 62
2018
Q3 		– Sell
-2,712
Closed -$227K – 103
2018
Q2 		$227K Sell
2,712
-150
-5% -$12.5K 0.18% 66
2018
Q1 		$243K Sell
2,862
-2,508
-47% -$214K 0.18% 71
2017
Q4 		$469K Sell
5,370
-493
-8% -$43.2K 0.31% 37
2017
Q3 		$516K Sell
5,863
-789
-12% -$69.4K 0.35% 29
2017
Q2 		$582K Sell
6,652
-252
-4% -$22K 0.39% 28
2017
Q1 		$596K Sell
6,904
-1,167
-14% -$100K 0.66% 24
2016
Q4 		$692K Sell
8,071
-4,107
-34% -$357K 0.45% 20
2016
Q3 		$1.09M Sell
12,178
-1,583
-12% -$142K 0.89% 16
2016
Q2 		$1.23M Sell
13,761
-12,700
-48% -$1.11M 1.04% 15
2016
Q1 		$2.3M Sell
26,461
-4,111
-13% -$349K 1.66% 12
2015
Q4 		$2.57M Sell
30,572
-4,278
-12% -$364K 2.94% 7
2015
Q3 		$2.98M Sell
34,850
-2,984
-8% -$253K 2.75% 8
2015
Q2 		$3.23M Buy
37,834
+3,832
+11% +$332K 2.85% 8
2015
Q1 		$2.98M Sell
34,002
-14,529
-30% -$1.27M 1.83% 14
2014
Q4 		$4.18M Sell
48,531
-7,161
-13% -$618K 2.44% 13
2014
Q3 		$4.78M Sell
55,692
-3,610
-6% -$311K 2.49% 11
2014
Q2 		$5.13M Sell
59,302
-19,840
-25% -$1.7M 1.36% 23
2014
Q1 		$6.72M Sell
79,142
-22,299
-22% -$1.88M 1.96% 11
2013
Q4 		$8.41M Sell
101,441
-20,178
-17% -$1.69M 1.89% 16
2013
Q3 		$10.2M Sell
121,619
-795
-0.6% -$66K 2.64% 13
2013
Q2 		$10.2M Buy
+122,414
New +$10.6M 4.34% 9

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Weatherstone Capital Management's VCIT Position: Q1 2019 in Review

Weatherstone Capital Management opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2019: 3,878 shares worth $337K. The stake represents 0.36% of the portfolio and ranks #62 among its holdings. This is a return to the name: Weatherstone Capital Management previously reported a position in VCIT as recently as Q2 2018.

Weatherstone Capital Management first reported a position in VCIT in Q2 2013 and has held it in 22 quarters since. The position peaked at $10.2M in Q2 2013. 544 funds tracked by Wall St. Rank hold VCIT as of Q1 2019.

  • Weatherstone Capital Management held 3,878 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $337K as of Q1 2019.
  • Vanguard Intermediate-Term Corporate Bond ETF was a new Weatherstone Capital Management position in Q1 2019.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.36% of Weatherstone Capital Management's portfolio in Q1 2019, its #62 holding.
  • Weatherstone Capital Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 22 quarters since.
  • Weatherstone Capital Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $10.2M in Q2 2013.
  • 544 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.