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Winfield Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Winfield Associates’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
2022
Q1 		$1.39M Sell
16,176
-3,650
-18% -$324K 0.5% 47
2021
Q4 		$1.84M Sell
19,826
-900
-4% -$84.2K 0.61% 46
2021
Q3 		$1.96M Sell
20,726
-200
-1% -$19.1K 0.72% 40
2021
Q2 		$1.99M Sell
20,926
-6,409
-23% -$603K 0.73% 41
2021
Q1 		$2.54M Sell
27,335
-732
-3% -$69.6K 1.04% 29
2020
Q4 		$2.73M Buy
28,067
+3,600
+15% +$347K 1.15% 23
2020
Q3 		$2.34M Buy
24,467
+8,592
+54% +$826K 1.12% 27
2020
Q2 		$1.51M Buy
+15,875
New +$1.46M 0.77% 36
2020
Q1 		– Sell
-10,104
Closed -$923K – 145
2019
Q4 		$923K Sell
10,104
-1,515
-13% -$138K 0.43% 60
2019
Q3 		$1.06M Buy
11,619
+1,339
+13% +$121K 0.52% 53
2019
Q2 		$924K Buy
10,280
+2,580
+34% +$226K 0.48% 52
2019
Q1 		$669K Sell
7,700
-580
-7% -$49.2K 0.36% 62
2018
Q4 		$686K Sell
8,280
-15,977
-66% -$1.32M 0.42% 55
2018
Q3 		$2.03M Sell
24,257
-530
-2% -$44.4K 1% 34
2018
Q2 		$2.07M Sell
24,787
-4,355
-15% -$364K 1.11% 30
2018
Q1 		$2.47M Sell
29,142
-2,100
-7% -$179K 1.33% 26
2017
Q4 		$2.73M Sell
31,242
-6,315
-17% -$554K 1.38% 22
2017
Q3 		$3.31M Sell
37,557
-1,400
-4% -$123K 1.74% 14
2017
Q2 		$3.41M Sell
38,957
-660
-2% -$57.6K 1.89% 14
2017
Q1 		$3.42M Sell
39,617
-1,350
-3% -$116K 1.95% 12
2016
Q4 		$3.51M Sell
40,967
-155
-0.4% -$13.5K 2.16% 12
2016
Q3 		$3.68M Buy
41,122
+4,110
+11% +$368K 2.32% 8
2016
Q2 		$3.31M Buy
37,012
+7,100
+24% +$623K 2.16% 9
2016
Q1 		$2.6M Buy
29,912
+20,895
+232% +$1.77M 1.76% 15
2015
Q4 		$758K Buy
9,017
+625
+7% +$53.1K 0.51% 51
2015
Q3 		$717K Sell
8,392
-500
-6% -$42.4K 0.54% 50
2015
Q2 		$758K Buy
8,892
+1,056
+13% +$91.4K 0.52% 55
2015
Q1 		$687K Buy
7,836
+3,021
+63% +$264K 0.48% 59
2014
Q4 		$415K Buy
+4,815
New +$416K 0.31% 81

Other funds holding VCIT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $147B AUM 18.73% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winfield Associates's VCIT Position: Q1 2022 in Review

Winfield Associates reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 18% in Q1 2022, selling an estimated $324K and leaving 16,176 shares worth $1.39M. The position accounts for 0.5% of the portfolio, ranked #47.

Winfield Associates first reported a position in VCIT in Q4 2014 and has held it in 29 quarters since. The position peaked at $3.68M in Q3 2016. 897 funds tracked by Wall St. Rank hold VCIT as of Q1 2022.

  • Winfield Associates held 16,176 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.39M as of Q1 2022.
  • Winfield Associates sold 3,650 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2022, an estimated $324K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.5% of Winfield Associates's portfolio in Q1 2022, its #47 holding.
  • Winfield Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2014 and has held it in 29 quarters since.
  • Winfield Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.68M in Q3 2016.
  • 897 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.