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Vanguard Intermediate Tm Cpte Bd ETF shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Vanguard Intermediate Tm Cpte Bd ETF

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $676k 8.0k 84.11
2025-06-30 $294k 3.5k 82.92
2025-03-31 $290k 3.5k 81.76
2024-12-31 $284k 3.5k 80.27
2024-09-30 $507k 6.0k 83.75
2024-06-30 $210k 2.6k 79.93
2024-03-31 $9.9k 123 80.51
2023-12-31 $10k 123 81.28
2023-09-30 $9.3k 123 75.98
2023-06-30 $82k 1.0k 79.01
2023-03-31 $72k 900 80.26
2022-12-31 $69k 895 77.55
2022-09-30 $67k 885 75.71
2022-06-30 $70k 879 79.64
2022-03-31 $91k 1.1k 85.93
2021-12-31 $98k 1.1k 92.89
2021-09-30 $98k 1.0k 94.14
2021-06-30 $98k 1.0k 94.69
2021-03-31 $51k 545 93.58
2020-12-31 $53k 543 97.61
2020-09-30 $71k 741 95.82
2020-06-30 $51k 534 95.51
2020-03-31 $73k 843 86.60
2019-12-31 $113k 1.2k 91.28
2019-09-30 $112k 1.2k 91.13
2019-06-30 $110k 1.2k 90.02
2019-03-31 $106k 1.2k 87.31
2018-12-31 $100k 1.2k 82.64
2018-09-30 $99k 1.2k 83.61
2018-06-30 $102k 1.2k 83.88
2018-03-31 $105k 1.2k 85.09
2017-12-31 $101k 1.2k 87.14
2017-09-30 $101k 1.2k 87.75
2017-06-30 $84k 965 87.05
2017-03-31 $78k 905 86.19
2016-12-31 $78k 905 86.19
2016-09-30 $80k 896 89.29
2016-06-30 $66k 744 88.71
2016-03-31 $80k 923 86.67
2015-12-31 $77k 919 83.79
2015-09-30 $62k 725 85.52
2015-06-30 $61k 719 84.84
2015-03-31 $63k 714 88.24
2014-12-31 $61k 710 85.92
2014-09-30 $60k 701 85.59
2014-06-30 $60k 696 86.21

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Jpmorgan Chase & Co
Creative Planning
Royal Bank of Canada
Envestnet Asset Management
Prudential
LPL Financial
D. E. Shaw & Co
Goldman Sachs Group
Wells Fargo & Company
Ameriprise Financial
Wealthfront Advisers
Raymond James Financial
Baird Financial
Nepc

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF