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Accurate Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Accurate Wealth Management’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
2025
Q1 		– Sell
-2,799
Closed -$222K – 415
2024
Q4 		$222K Buy
2,799
+56
+2% +$4.57K 0.04% 351
2024
Q3 		$227K Buy
+2,743
New +$226K 0.05% 342
2023
Q1 		– Sell
-15
Closed -$1.19K – 1409
2022
Q4 		$1.19K Buy
+15
New +$1.15K ﹤0.01% 1334

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accurate Wealth Management's VCIT Position: Q1 2025 in Review

Accurate Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 2,799 shares — an estimated $222K sold.

Accurate Wealth Management first reported a position in VCIT in Q4 2022 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 1,185 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

  • Accurate Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 2,799 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $222K.
  • Accurate Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $227K in Q3 2024.
  • 1,185 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.