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Westwood Holdings Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Westwood Holdings Group’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
2020
Q3 		– Sell
-4,133
Closed -$393K – 426
2020
Q2 		$393K Hold
4,133
– – 0.01% 365
2020
Q1 		$360K Sell
4,133
-1,113
-21% -$101K 0.01% 365
2019
Q4 		$479K Buy
+5,246
New +$478K 0.01% 390

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Westwood Holdings Group's VCIT Position: Q3 2020 in Review

Westwood Holdings Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2020, closing a stake of 4,133 shares — an estimated $393K sold.

Westwood Holdings Group first reported a position in VCIT in Q4 2019 and held it in 3 quarters. The position peaked at $479K in Q4 2019. 707 funds tracked by Wall St. Rank hold VCIT as of Q3 2020.

  • Westwood Holdings Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 4,133 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2020, an estimated $393K.
  • Westwood Holdings Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Westwood Holdings Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $479K in Q4 2019.
  • 707 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2020.

Based on Westwood Holdings Group's 13F filing for Q3 2020, filed 10 Nov 2020.