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 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 $1.37T 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

Cascade Wealth Advisors's VCIT Position: Q1 2026 in Review

Cascade Wealth Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.4% in Q1 2026, selling an estimated $413K and leaving 140,444 shares worth $11.6M. The position accounts for 5.11% of the portfolio, ranked #6.

Cascade Wealth Advisors first reported a position in VCIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.2M in Q3 2025. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Cascade Wealth Advisors held 140,444 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $11.6M as of Q1 2026.
Cascade Wealth Advisors sold 4,939 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $413K.
Vanguard Intermediate-Term Corporate Bond ETF made up 5.11% of Cascade Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Cascade Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $14.2M in Q3 2025.
1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.