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

WFG Advisors’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
2017 Q2	$127K	Buy	1,453 +1,325	+1,035%	+$116K	0.03%	478
2017 Q1	$11K	Sell	128 -454	-78%	-$39K	﹤0.01%	1050
2016 Q4	$50K	Sell	582 -12,373	-96%	-$1.08M	0.01%	721
2016 Q3	$1.16M	Buy	12,955 +8,331	+180%	+$745K	0.29%	88
2016 Q2	$413K	Sell	4,624 -2,553	-36%	-$224K	0.11%	193
2016 Q1	$624K	Buy	7,177 +6,847	+2,075%	+$581K	0.18%	139
2015 Q4	$28K	Buy	330 +30	+10%	+$2.55K	0.01%	816
2015 Q3	$26K	Buy	+300	New	+$25.4K	0.01%	823
2015 Q2	–	Sell	-200	Closed	-$18K	–	1817
2015 Q1	$18K	Hold	200	–	–	0.01%	1025
2014 Q4	$17K	Hold	200	–	–	﹤0.01%	1290
2014 Q3	$17K	Buy	+200	New	+$17.3K	﹤0.01%	1340
2014 Q2	–	Sell	-50	Closed	-$4K	–	2078
2014 Q1	$4K	Sell	50 -2,126	-98%	-$179K	﹤0.01%	1692
2013 Q4	$180K	Sell	2,176 -99	-4%	-$8.29K	0.03%	554
2013 Q3	$190K	Buy	2,275 +56	+3%	+$4.65K	0.03%	502
2013 Q2	$184K	Buy	+2,219	New	+$193K	0.03%	482

Other funds holding VCIT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

WFG Advisors's VCIT Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1,035% in Q2 2017, buying an estimated $116K and bringing the position to 1,453 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #478.

WFG Advisors first reported a position in VCIT in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2016. 402 funds tracked by Wall St. Rank hold VCIT as of Q2 2017.

WFG Advisors held 1,453 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $127K as of Q2 2017.
WFG Advisors bought 1,325 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2017, an estimated $116K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #478 holding.
WFG Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
WFG Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.16M in Q3 2016.
402 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.