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Chung Wu Investment Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Chung Wu Investment Group’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 		$144K Hold
1,743
– – 0.12% 99
2025
Q4 		$146K Hold
1,743
– – 0.12% 94
2025
Q3 		$147K Hold
1,743
– – 0.12% 99
2025
Q2 		$145K Buy
+1,743
New +$142K 0.15% 95

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

Chung Wu Investment Group's VCIT Position: Q1 2026 in Review

Chung Wu Investment Group held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q1 2026 at 1,743 shares worth $144K. The position accounts for 0.12% of the portfolio, ranked #99.

Chung Wu Investment Group first reported a position in VCIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $147K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Chung Wu Investment Group held 1,743 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $144K as of Q1 2026.
  • Chung Wu Investment Group left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.12% of Chung Wu Investment Group's portfolio in Q1 2026, its #99 holding.
  • Chung Wu Investment Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $147K in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.