AWE
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Avidian Wealth Enterprises’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Avidian Wealth Enterprises’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
Q2 		$855K Sell
10,347
-115
-1% -$9.5K 0.02% 357
2026
Q1 		$866K Sell
10,462
-672
-6% -$56.2K 0.03% 311
2025
Q4 		$932K Buy
11,134
+893
+9% +$75K 0.03% 239
2025
Q3 		$861K Sell
10,241
-444
-4% -$36.9K 0.03% 243
2025
Q2 		$886K Sell
10,685
-599
-5% -$48.7K 0.04% 221
2025
Q1 		$923K Buy
11,284
+236
+2% +$19.1K 0.04% 206
2024
Q4 		$887K Buy
11,048
+1,013
+10% +$82.7K 0.04% 206
2024
Q3 		$840K Buy
10,035
+735
+8% +$60.4K 0.04% 214
2024
Q2 		$743K Buy
9,300
+154
+2% +$12.2K 0.03% 225
2024
Q1 		$736K Buy
9,146
+5,836
+176% +$468K 0.04% 205
2023
Q4 		$269K Buy
+3,310
New +$256K 0.02% 360
2023
Q3 		– Sell
-3,016
Closed -$238K – 428
2023
Q2 		$238K Sell
3,016
-1,239
-29% -$98.5K 0.02% 377
2023
Q1 		$341K Buy
4,255
+1,239
+41% +$98.2K 0.02% 362
2022
Q4 		$234K Sell
3,016
-1,256
-29% -$96.6K 0.02% 407
2022
Q3 		$323K Sell
4,272
-231
-5% -$18.5K 0.02% 310
2022
Q2 		$360K Buy
4,503
+6
+0.1% +$490 0.03% 318
2022
Q1 		$387K Sell
4,497
-1,784
-28% -$158K 0.02% 350
2021
Q4 		$583K Sell
6,281
-427
-6% -$40K 0.04% 272
2021
Q3 		$633K Sell
6,708
-1,448
-18% -$138K 0.05% 187
2021
Q2 		$775K Sell
8,156
-672
-8% -$63.2K 0.06% 154
2021
Q1 		$821K Sell
8,828
-17,527
-67% -$1.67M 0.07% 142
2020
Q4 		$2.56M Sell
26,355
-34,943
-57% -$3.37M 0.24% 64
2020
Q3 		$5.87M Sell
61,298
-28,796
-32% -$2.77M 0.67% 35
2020
Q2 		$8.57M Sell
90,094
-45,332
-33% -$4.17M 1.16% 20
2020
Q1 		$11.8M Sell
135,426
-8,817
-6% -$802K 1.89% 12
2019
Q4 		$13.2M Buy
144,243
+19,161
+15% +$1.75M 1.87% 14
2019
Q3 		$11.4M Buy
125,082
+14,281
+13% +$1.29M 1.88% 14
2019
Q2 		$9.96M Buy
110,801
+11,024
+11% +$964K 2.35% 11
2019
Q1 		$8.67M Buy
+99,777
New +$8.46M 1.93% 14

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avidian Wealth Enterprises's VCIT Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.1% in Q2 2026, selling an estimated $9.5K and leaving 10,347 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #357.

Avidian Wealth Enterprises first reported a position in VCIT in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.2M in Q4 2019. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Avidian Wealth Enterprises held 10,347 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $855K as of Q2 2026.
  • Avidian Wealth Enterprises sold 115 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $9.5K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #357 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Avidian Wealth Enterprises's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $13.2M in Q4 2019.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.