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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Advisors Wealth Management's VCIT Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.7% in Q2 2026, buying an estimated $1.29M and bringing the position to 438,817 shares worth $36.3M. The position accounts for 4.26% of the portfolio, ranked #5.

Capital Advisors Wealth Management first reported a position in VCIT in Q1 2021 and has held it in 20 quarters since. 1,350 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Capital Advisors Wealth Management held 438,817 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $36.3M as of Q2 2026.
  • Capital Advisors Wealth Management bought 15,644 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.29M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 4.26% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.