Calton & Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Calton & Associates’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 Q4	–	Sell	-2,764	Closed	-$232K	–	487
2025 Q3	$232K	Buy	+2,764	New	+$230K	0.03%	372
2025 Q2	–	Sell	-2,745	Closed	-$224K	–	428
2025 Q1	$224K	Buy	+2,745	New	+$222K	0.05%	295
2018 Q1	–	Sell	-175	Closed	-$15K	–	1225
2017 Q4	$15K	Buy	+175	New	+$15.3K	﹤0.01%	962

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Calton & Associates's VCIT Position: Q4 2025 in Review

Calton & Associates sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2025, closing a stake of 2,764 shares — an estimated $232K sold.

Calton & Associates first reported a position in VCIT in Q4 2017 and held it in 3 quarters. The position peaked at $232K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold VCIT as of Q4 2025.

Calton & Associates reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Calton & Associates sold 2,764 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2025, an estimated $232K.
Calton & Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
Calton & Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $232K in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2025.

Based on Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.