AWE
VCIT icon

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
Q3 		$856K Buy
10,928
+581
+6% +$47K 0.02% 352
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

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Avidian Wealth Enterprises's VCIT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 5.6% in Q3 2026, buying an estimated $47K and bringing the position to 10,928 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #352.

Avidian Wealth Enterprises first reported a position in VCIT in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.2M in Q4 2019. 65 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Avidian Wealth Enterprises held 10,928 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $856K as of Q3 2026.
  • Avidian Wealth Enterprises bought 581 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $47K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #352 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $13.2M in Q4 2019.
  • 65 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.