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CBIZ Investment Advisory Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

CBIZ Investment 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 		$33.1M Buy
400,595
+29,781
+8% +$2.49M 1.21% 12
2025
Q4 		$31.1M Buy
370,814
+17,868
+5% +$1.5M 1.17% 13
2025
Q3 		$29.7M Buy
352,946
+25,182
+8% +$2.09M 1.16% 13
2025
Q2 		$27.2M Buy
327,764
+10,765
+3% +$875K 1.2% 12
2025
Q1 		$25.9M Buy
316,999
+14,336
+5% +$1.16M 1.27% 12
2024
Q4 		$24.3M Buy
302,663
+28,649
+10% +$2.34M 1.21% 11
2024
Q3 		$22.9M Buy
274,014
+6,881
+3% +$566K 1.19% 10
2024
Q2 		$21.4M Sell
267,133
-194,409
-42% -$15.4M 1.2% 10
2024
Q1 		$37.2M Buy
461,542
+25,985
+6% +$2.09M 2.58% 7
2023
Q4 		$35.4M Buy
+435,557
New +$33.7M 2.69% 7
2023
Q3 		– Sell
-405,660
Closed -$32.1M – 34
2023
Q2 		$32.1M Buy
405,660
+6,506
+2% +$517K 2.73% 9
2023
Q1 		$32M Buy
399,154
+197,856
+98% +$15.7M 2.8% 8
2022
Q4 		$15.6M Sell
201,298
-28,448
-12% -$2.19M 6.07% 5
2022
Q3 		$17.4M Sell
229,746
-175,231
-43% -$14M 17.47% 2
2022
Q2 		$32.4M Buy
+404,977
New +$33.1M 2.97% 9
2022
Q1 		– Sell
-381,971
Closed -$35.4M – 33
2021
Q4 		$35.4M Buy
+381,971
New +$35.7M 2.76% 10
2021
Q3 		– Hold
0
– – – 9
2021
Q2 		– Hold
0
– – – 9
2021
Q1 		– Hold
0
– – – 14
2020
Q4 		– Hold
0
– – – 7
2020
Q3 		– Hold
0
– – – 7
2020
Q2 		– Hold
0
– – – 7
2020
Q1 		– Hold
0
– – – 6
2019
Q4 		– Hold
0
– – – 7

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBIZ Investment Advisory Services's VCIT Position: Q1 2026 in Review

CBIZ Investment Advisory Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8% in Q1 2026, buying an estimated $2.49M and bringing the position to 400,595 shares worth $33.1M. The position accounts for 1.21% of the portfolio, ranked #12.

CBIZ Investment Advisory Services first reported a position in VCIT in Q4 2021 and has held it in 16 quarters since. The position peaked at $37.2M in Q1 2024. 1,359 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • CBIZ Investment Advisory Services held 400,595 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $33.1M as of Q1 2026.
  • CBIZ Investment Advisory Services bought 29,781 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $2.49M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.21% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #12 holding.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • CBIZ Investment Advisory Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $37.2M in Q1 2024.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.