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Wunderlich Capital Managemnt’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$3.72M Buy
46,551
+524
+1% +$41.6K 1.66% 23
2024
Q1 		$3.71M Sell
46,027
-3,485
-7% -$280K 1.67% 22
2023
Q4 		$4.02M Sell
49,512
-280
-0.6% -$21.6K 1.81% 15
2023
Q3 		$3.78M Buy
49,792
+815
+2% +$63.4K 1.87% 14
2023
Q2 		$3.87M Buy
48,977
+1,240
+3% +$98.5K 1.9% 15
2023
Q1 		$3.83M Buy
47,737
+119
+0.2% +$9.43K 1.99% 12
2022
Q4 		$3.69M Buy
+47,618
New +$3.66M 2.06% 13

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wunderlich Capital Managemnt's VCIT Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.1% in Q2 2024, buying an estimated $41.6K and bringing the position to 46,551 shares worth $3.72M. The position accounts for 1.66% of the portfolio, ranked #23.

Wunderlich Capital Managemnt first reported a position in VCIT in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.02M in Q4 2023. 1,053 funds tracked by Wall St. Rank hold VCIT as of Q2 2024.

  • Wunderlich Capital Managemnt held 46,551 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.72M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 524 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2024, an estimated $41.6K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.66% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #23 holding.
  • Wunderlich Capital Managemnt first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
  • Wunderlich Capital Managemnt's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.02M in Q4 2023.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.