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Charter Oak Capital Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Charter Oak Capital 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
2026
Q1 		– Sell
-3,355
Closed -$281K – 217
2025
Q4 		$281K Sell
3,355
-752
-18% -$63.2K 0.02% 174
2025
Q3 		$345K Buy
4,107
+41
+1% +$3.41K 0.03% 155
2025
Q2 		$337K Buy
4,066
+86
+2% +$6.99K 0.03% 150
2025
Q1 		$325K Buy
3,980
+38
+1% +$3.07K 0.03% 141
2024
Q4 		$316K Buy
3,942
+211
+6% +$17.2K 0.03% 137
2024
Q3 		$313K Buy
3,731
+1,013
+37% +$83.3K 0.03% 143
2024
Q2 		$217K Buy
+2,718
New +$216K 0.02% 167
2022
Q3 		– Sell
-49
Closed -$4K – 856
2022
Q2 		$4K Buy
+49
New +$4K ﹤0.01% 764
2022
Q1 		– Sell
-281
Closed -$26K – 1040
2021
Q4 		$26K Buy
281
+4
+1% +$374 ﹤0.01% 459
2021
Q3 		$26K Buy
277
+2
+0.7% +$191 ﹤0.01% 423
2021
Q2 		$26K Sell
275
-104
-27% -$9.79K ﹤0.01% 411
2021
Q1 		$35K Buy
379
+2
+0.5% +$190 ﹤0.01% 362
2020
Q4 		$37K Buy
+377
New +$36.3K 0.01% 335

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

Charter Oak Capital Management's VCIT Position: Q1 2026 in Review

Charter Oak Capital Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2026, closing a stake of 3,355 shares — an estimated $281K sold.

Charter Oak Capital Management first reported a position in VCIT in Q4 2020 and held it in 13 quarters. The position peaked at $345K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Charter Oak Capital Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Charter Oak Capital Management sold 3,355 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $281K.
  • Charter Oak Capital Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Charter Oak Capital Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $345K in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.