Collective Family Office LLC Vanguard Intermediate Term Cor Transaction History

Collective Family Office LLC

$364 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 14, 2021	SELL	$92.62 - $97.02 $865,256 - $906,360	-9,342 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$95.37 - $97.17 $890,946 - $907,762	9,342 New	9,342 $907,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.17 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.94 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.82 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.95 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.68 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

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