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

Capital Advisors Wealth Management’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 		$15.3M Sell
194,760
-244,057
-56% -$19.7M 1.72% 16
2026
Q2 		$36.3M Buy
438,817
+15,644
+4% +$1.29M 4.26% 5
2026
Q1 		$35M Buy
423,173
+33,838
+9% +$2.83M 4.7% 4
2025
Q4 		$32.6M Buy
389,335
+4,444
+1% +$373K 4.44% 5
2025
Q3 		$32.4M Buy
384,891
+9,147
+2% +$761K 4.62% 5
2025
Q2 		$31.2M Sell
375,744
-1,909
-0.5% -$155K 4.9% 5
2025
Q1 		$30.9M Buy
377,653
+13,153
+4% +$1.06M 5.46% 3
2024
Q4 		$29.3M Buy
364,500
+12,396
+4% +$1.01M 5.21% 4
2024
Q3 		$29.5M Buy
352,104
+17,548
+5% +$1.44M 5.43% 4
2024
Q2 		$26.7M Buy
334,556
+15,077
+5% +$1.2M 5.29% 4
2024
Q1 		$25.7M Sell
319,479
-6,749
-2% -$542K 5.34% 3
2023
Q4 		$26.5M Buy
326,228
+25,010
+8% +$1.93M 6.04% 4
2023
Q3 		$22.9M Buy
301,218
+2,834
+0.9% +$220K 5.98% 4
2023
Q2 		$23.6M Buy
298,384
+32,763
+12% +$2.6M 6.03% 3
2023
Q1 		$21.3M Buy
265,621
+88,621
+50% +$7.02M 5.9% 2
2022
Q4 		$13.7M Buy
177,000
+74,617
+73% +$5.74M 4.16% 8
2022
Q3 		$7.75M Buy
+102,383
New +$8.2M 2.57% 11
2022
Q1 		– Sell
-24,392
Closed -$2.26M – 134
2021
Q4 		$2.26M Buy
24,392
+333
+1% +$31.2K 0.69% 34
2021
Q3 		$2.27M Buy
24,059
+320
+1% +$30.6K 0.81% 29
2021
Q2 		$2.26M Sell
23,739
-2,013
-8% -$189K 0.84% 30
2021
Q1 		$2.4M Buy
+25,752
New +$2.45M 1.03% 26

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Capital Advisors Wealth Management's VCIT Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 56% in Q3 2026, selling an estimated $19.7M and leaving 194,760 shares worth $15.3M. The position accounts for 1.72% of the portfolio, ranked #16.

Capital Advisors Wealth Management first reported a position in VCIT in Q1 2021 and has held it in 21 quarters since. The position peaked at $36.3M in Q2 2026. 65 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Capital Advisors Wealth Management held 194,760 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $15.3M as of Q3 2026.
  • Capital Advisors Wealth Management sold 244,057 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $19.7M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.72% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Capital Advisors Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $36.3M in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.