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Centricity Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Centricity 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
2025
Q2 		$6.05K Hold
73
– – ﹤0.01% 361
2025
Q1 		$5.97K Hold
73
– – 0.01% 365
2024
Q4 		$5.86K Buy
+73
New +$5.96K 0.01% 373

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Centricity Wealth Management's VCIT Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2025 at 73 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Centricity Wealth Management first reported a position in VCIT in Q4 2024 and has held it in 3 quarters since. 1,197 funds tracked by Wall St. Rank hold VCIT as of Q2 2025.

  • Centricity Wealth Management held 73 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $6.05K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2025.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #361 holding.
  • Centricity Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.