Williams Jones Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Williams Jones Wealth 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
2024 Q3	–	Sell	-3,264	Closed	-$261K	–	557
2024 Q2	$261K	Buy	3,264 +421	+15%	+$33.4K	﹤0.01%	438
2024 Q1	$229K	Sell	2,843 -916	-24%	-$73.5K	﹤0.01%	476
2023 Q4	$306K	Sell	3,759 -593	-14%	-$45.8K	﹤0.01%	418
2023 Q3	$331K	Buy	+4,352	New	+$339K	0.01%	403

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Williams Jones Wealth Management's VCIT Position: Q3 2024 in Review

Williams Jones Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024, closing a stake of 3,264 shares — an estimated $261K sold.

Williams Jones Wealth Management first reported a position in VCIT in Q3 2023 and held it in 4 quarters. The position peaked at $331K in Q3 2023. 1,085 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

Williams Jones Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 3,264 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $261K.
Williams Jones Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
Williams Jones Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $331K in Q3 2023.
1,085 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Williams Jones Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.