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Bordeaux Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bordeaux Wealth Advisors’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
Q2 		$3.4M Buy
41,037
+86
+0.2% +$6.99K 0.44% 31
2025
Q1 		$3.35M Sell
40,951
-512
-1% -$41.4K 0.62% 29
2024
Q4 		$3.33M Sell
41,463
-3,742
-8% -$305K 0.53% 30
2024
Q3 		$3.79M Buy
45,205
+4,298
+11% +$353K 0.68% 27
2024
Q2 		$3.27M Buy
+40,907
New +$3.25M 0.62% 29

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bordeaux Wealth Advisors's VCIT Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.21% in Q2 2025, buying an estimated $6.99K and bringing the position to 41,037 shares worth $3.4M. The position accounts for 0.44% of the portfolio, ranked #31.

Bordeaux Wealth Advisors first reported a position in VCIT in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.79M in Q3 2024. 1,195 funds tracked by Wall St. Rank hold VCIT as of Q2 2025.

  • Bordeaux Wealth Advisors held 41,037 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.4M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 86 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2025, an estimated $6.99K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.44% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #31 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.79M in Q3 2024.
  • 1,195 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.