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Whitney & Co’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-75
Closed -$6K – 452
2018
Q3 		$6K Buy
+75
New +$6.28K ﹤0.01% 380

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Whitney & Co's VCIT Position: Q4 2018 in Review

Whitney & Co sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2018, closing a stake of 75 shares — an estimated $6K sold.

Whitney & Co first reported a position in VCIT in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 505 funds tracked by Wall St. Rank hold VCIT as of Q4 2018.

  • Whitney & Co reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 75 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2018, an estimated $6K.
  • Whitney & Co first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6K in Q3 2018.
  • 505 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.