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

Cascade Wealth Advisors’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	$11.7M	Buy	144,050 +3,606	+3%	+$298K	4.71%	7
2026 Q1	$11.6M	Sell	140,444 -4,939	-3%	-$413K	5.11%	6
2025 Q4	$12.2M	Sell	145,383 -23,648	-14%	-$1.99M	5.63%	5
2025 Q3	$14.2M	Buy	169,031 +56,479	+50%	+$4.7M	6.97%	4
2025 Q2	$9.33M	Sell	112,552 -1,615	-1%	-$131K	5.27%	9
2025 Q1	$9.18M	Buy	114,167 +34,605	+43%	+$2.8M	6.35%	6
2024 Q4	$6.39M	Buy	79,562 +23,117	+41%	+$1.89M	4.32%	9
2024 Q3	$4.73M	Buy	56,445 +4,458	+9%	+$367K	3.38%	12
2024 Q2	$4.2M	Buy	51,987 +35,703	+219%	+$2.83M	3.1%	13
2024 Q1	$1.28M	Buy	+16,284	New	+$1.31M	1.09%	26

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascade Wealth Advisors's VCIT Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2.6% in Q2 2026, buying an estimated $298K and bringing the position to 144,050 shares worth $11.7M. The position accounts for 4.71% of the portfolio, ranked #7.

Cascade Wealth Advisors first reported a position in VCIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.2M in Q3 2025. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Cascade Wealth Advisors held 144,050 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $11.7M as of Q2 2026.
Cascade Wealth Advisors bought 3,606 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $298K.
Vanguard Intermediate-Term Corporate Bond ETF made up 4.71% of Cascade Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Cascade Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $14.2M in Q3 2025.
1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.