Capital Asset Advisory Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Capital Asset Advisory Services’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	$883K	Buy	10,571 +444	+4%	+$37.1K	0.03%	147
2025 Q4	$850K	Buy	10,127 +1,232	+14%	+$104K	0.03%	141
2025 Q3	$748K	Buy	8,895 +70	+0.8%	+$5.82K	0.03%	147
2025 Q2	$729K	Sell	8,825 -1,490	-14%	-$121K	0.03%	149
2025 Q1	$843K	Sell	10,315 -7,409	-42%	-$599K	0.04%	142
2024 Q4	$1.42M	Buy	17,724 +550	+3%	+$44.9K	0.07%	127
2024 Q3	$1.42M	Sell	17,174 -328	-2%	-$27K	0.07%	129
2024 Q2	$1.41M	Buy	17,502 +165	+1%	+$13.1K	0.08%	121
2024 Q1	$1.38M	Buy	17,337 +1,919	+12%	+$154K	0.08%	117
2023 Q4	$1.25M	Buy	15,418 +5,032	+48%	+$389K	0.08%	128
2023 Q3	$788K	Buy	10,386 +1,893	+22%	+$147K	0.05%	142
2023 Q2	$670K	Buy	8,493 +5,630	+197%	+$447K	0.05%	173
2023 Q1	$230K	Sell	2,863 -190	-6%	-$15.1K	0.02%	309
2022 Q4	$237K	Buy	+3,053	New	+$235K	0.02%	314
2022 Q3	–	Sell	-3,411	Closed	-$273K	–	578
2022 Q2	$273K	Sell	3,411 -208	-6%	-$17K	0.03%	327
2022 Q1	$311K	Sell	3,619 -2,678	-43%	-$238K	0.03%	320
2021 Q4	$584K	Sell	6,297 -9,722	-61%	-$910K	0.06%	226
2021 Q3	$1.51M	Buy	16,019 +26	+0.2%	+$2.48K	0.17%	82
2021 Q2	$1.52M	Buy	15,993 +283	+2%	+$26.6K	0.17%	83
2021 Q1	$1.46M	Buy	15,710 +1,523	+11%	+$145K	0.22%	80
2020 Q4	$1.38M	Buy	14,187 +633	+5%	+$61K	0.25%	71
2020 Q3	$1.3M	Buy	13,554 +2,870	+27%	+$276K	0.27%	66
2020 Q2	$1.03M	Buy	10,684 +3,000	+39%	+$276K	0.22%	85
2020 Q1	$698K	Buy	7,684 +1,824	+31%	+$166K	0.19%	100
2019 Q4	$545K	Buy	+5,860	New	+$534K	0.13%	156
2017 Q3	–	Sell	-43,580	Closed	-$3.82M	–	122
2017 Q2	$3.82M	Sell	43,580 -13,704	-24%	-$1.2M	2.45%	7
2017 Q1	$4.95M	Buy	57,284 +4,814	+9%	+$414K	3.58%	6
2016 Q4	$4.5M	Buy	+52,470	New	+$4.57M	3.82%	5

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Asset Advisory Services's VCIT Position: Q1 2026 in Review

Capital Asset Advisory Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 4.4% in Q1 2026, buying an estimated $37.1K and bringing the position to 10,571 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #147.

Capital Asset Advisory Services first reported a position in VCIT in Q4 2016 and has held it in 28 quarters since. The position peaked at $4.95M in Q1 2017. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Capital Asset Advisory Services held 10,571 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $883K as of Q1 2026.
Capital Asset Advisory Services bought 444 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $37.1K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of Capital Asset Advisory Services's portfolio in Q1 2026, its #147 holding.
Capital Asset Advisory Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and has held it in 28 quarters since.
Capital Asset Advisory Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.95M in Q1 2017.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.