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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caldwell Trust's VCIT Position: Q1 2026 in Review

Caldwell Trust increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 89% in Q1 2026, buying an estimated $22.5K and bringing the position to 572 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Caldwell Trust first reported a position in VCIT in Q4 2019 and has held it in 23 quarters since. The position peaked at $50.9K in Q1 2022. 1,359 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Caldwell Trust held 572 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $47.3K as of Q1 2026.
  • Caldwell Trust bought 269 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $22.5K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #499 holding.
  • Caldwell Trust first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Caldwell Trust's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $50.9K in Q1 2022.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.