Caldwell Trust’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Caldwell Trust’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	$53.2K	Buy	644 +72	+13%	+$5.95K	﹤0.01%	491
2026 Q1	$47.3K	Buy	572 +269	+89%	+$22.5K	﹤0.01%	499
2025 Q4	$25.4K	Hold	303	–	–	﹤0.01%	552
2025 Q3	$25.5K	Hold	303	–	–	﹤0.01%	547
2025 Q2	$25.1K	Hold	303	–	–	﹤0.01%	539
2025 Q1	$24.8K	Hold	303	–	–	﹤0.01%	538
2024 Q4	$24.3K	Hold	303	–	–	﹤0.01%	529
2024 Q3	$25.4K	Buy	303 +152	+101%	+$12.5K	﹤0.01%	532
2024 Q2	$12.1K	Hold	151	–	–	﹤0.01%	598
2024 Q1	$12.2K	Buy	+151	New	+$12.1K	﹤0.01%	606
2023 Q2	–	Sell	-107	Closed	-$8.58K	–	787
2023 Q1	$8.58K	Hold	107	–	–	﹤0.01%	636
2022 Q4	$8.29K	Hold	107	–	–	﹤0.01%	631
2022 Q3	$8.1K	Sell	107 -49	-31%	-$3.93K	﹤0.01%	628
2022 Q2	$12.5K	Sell	156 -435	-74%	-$35.5K	﹤0.01%	598
2022 Q1	$50.9K	Buy	591 +355	+150%	+$31.5K	0.01%	456
2021 Q4	$21.9K	Buy	236 +22	+10%	+$2.06K	﹤0.01%	552
2021 Q3	$20.2K	Hold	214	–	–	﹤0.01%	560
2021 Q2	$20.3K	Hold	214	–	–	﹤0.01%	568
2021 Q1	$19.9K	Hold	214	–	–	﹤0.01%	556
2020 Q4	$20.8K	Hold	214	–	–	﹤0.01%	536
2020 Q3	$20.5K	Hold	214	–	–	﹤0.01%	529
2020 Q2	$20.4K	Hold	214	–	–	﹤0.01%	543
2020 Q1	$18.6K	Hold	214	–	–	﹤0.01%	560
2019 Q4	$19.5K	Buy	+214	New	+$19.5K	﹤0.01%	588

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caldwell Trust's VCIT Position: Q2 2026 in Review

Caldwell Trust increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 13% in Q2 2026, buying an estimated $5.95K and bringing the position to 644 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Caldwell Trust first reported a position in VCIT in Q4 2019 and has held it in 24 quarters since. 1,363 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Caldwell Trust held 644 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $53.2K as of Q2 2026.
Caldwell Trust bought 72 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $5.95K.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #491 holding.
Caldwell Trust first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
1,363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.