Wellington Wealth Strategies’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Wellington Wealth Strategies’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 Q4	$691K	Sell	8,567 -1,973	-19%	-$161K	0.63%	37
2024 Q3	$858K	Sell	10,540 -19,815	-65%	-$1.63M	0.65%	37
2024 Q2	$2.43M	Buy	30,355 +16,890	+125%	+$1.34M	10.17%	2
2024 Q1	$1.08M	Sell	13,465 -10,743	-44%	-$862K	0.5%	60
2023 Q4	$1.93M	Buy	+24,208	New	+$1.87M	1.63%	20
2020 Q4	$1.93M	Buy	+24,208	New	+$2.33M	1.63%	20

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Wellington Wealth Strategies's VCIT Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 19% in Q4 2024, selling an estimated $161K and leaving 8,567 shares worth $691K. The position accounts for 0.63% of the portfolio, ranked #37.

Wellington Wealth Strategies first reported a position in VCIT in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.43M in Q2 2024. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Wellington Wealth Strategies held 8,567 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $691K as of Q4 2024.
Wellington Wealth Strategies sold 1,973 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $161K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.63% of Wellington Wealth Strategies's portfolio in Q4 2024, its #37 holding.
Wellington Wealth Strategies first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Wellington Wealth Strategies's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.43M in Q2 2024.
1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.