WMS Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

WMS Partners’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
2015 Q3	–	Sell	-16,624	Closed	-$1.42M	–	258
2015 Q2	$1.42M	Hold	16,624	–	–	0.16%	102
2015 Q1	$1.46M	Buy	+16,624	New	+$1.45M	0.18%	98
2014 Q4	–	Sell	-15,594	Closed	-$1.34M	–	244
2014 Q3	$1.34M	Hold	15,594	–	–	0.21%	70
2014 Q2	$1.35M	Buy	+15,594	New	+$1.34M	0.21%	71

Other funds holding VCIT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LOAMS

Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $2.63B AUM 31.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IAS

INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMS Partners's VCIT Position: Q3 2015 in Review

WMS Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2015, closing a stake of 16,624 shares — an estimated $1.42M sold.

WMS Partners first reported a position in VCIT in Q2 2014 and held it in 4 quarters. The position peaked at $1.46M in Q1 2015. 237 funds tracked by Wall St. Rank hold VCIT as of Q3 2015.

WMS Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
WMS Partners sold 16,624 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2015, an estimated $1.42M.
WMS Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2014 and held it in 4 quarters.
WMS Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.46M in Q1 2015.
237 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2015.

Based on WMS Partners's 13F filing for Q3 2015, filed 12 Nov 2015.