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

Wipfli Financial 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
2022
Q3 		$10.8M Sell
142,168
-4,264
-3% -$342K 0.76% 18
2022
Q2 		$11.7M Buy
+146,432
New +$12M 1.27% 11

Other funds holding VCIT

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wipfli Financial Advisors's VCIT Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2.9% in Q3 2022, selling an estimated $342K and leaving 142,168 shares worth $10.8M. The position accounts for 0.76% of the portfolio, ranked #18.

Wipfli Financial Advisors first reported a position in VCIT in Q2 2022 and has held it in 2 quarters since. The position peaked at $11.7M in Q2 2022. 851 funds tracked by Wall St. Rank hold VCIT as of Q3 2022.

  • Wipfli Financial Advisors held 142,168 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $10.8M as of Q3 2022.
  • Wipfli Financial Advisors sold 4,264 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2022, an estimated $342K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.76% of Wipfli Financial Advisors's portfolio in Q3 2022, its #18 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • Wipfli Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $11.7M in Q2 2022.
  • 851 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.