1 North Wealth Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

1 North Wealth Services’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
2026 Q1	$15.4M	Sell	186,197 -3,884	-2%	-$325K	5.56%	3
2025 Q4	$15.9M	Sell	190,081 -2,293	-1%	-$193K	5.6%	2
2025 Q3	$16.2M	Sell	192,374 -2,966	-2%	-$247K	6.63%	1
2025 Q2	$16.2M	Sell	195,340 -17,565	-8%	-$1.43M	6.43%	1
2025 Q1	$17.4M	Sell	212,905 -55,661	-21%	-$4.5M	8.06%	1
2024 Q4	$21.6M	Buy	+268,566	New	+$21.9M	9.13%	1

Other funds holding VCIT

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

1 North Wealth Services's VCIT Position: Q1 2026 in Review

1 North Wealth Services reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2% in Q1 2026, selling an estimated $325K and leaving 186,197 shares worth $15.4M. The position accounts for 5.56% of the portfolio, ranked #3.

1 North Wealth Services first reported a position in VCIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.6M in Q4 2024. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

1 North Wealth Services held 186,197 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $15.4M as of Q1 2026.
1 North Wealth Services sold 3,884 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $325K.
Vanguard Intermediate-Term Corporate Bond ETF made up 5.56% of 1 North Wealth Services's portfolio in Q1 2026, its #3 holding.
1 North Wealth Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
1 North Wealth Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $21.6M in Q4 2024.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.