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

Collaborative 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
2026
Q1 		– Sell
-3,450
Closed -$289K – 241
2025
Q4 		$289K Sell
3,450
-1,775
-34% -$149K 0.1% 171
2025
Q3 		$439K Hold
5,225
– – 0.18% 109
2025
Q2 		$433K Sell
5,225
-279
-5% -$22.7K 0.19% 100
2025
Q1 		$450K Sell
5,504
-1,459
-21% -$118K 0.21% 95
2024
Q4 		$559K Sell
6,963
-3,467
-33% -$283K 0.25% 84
2024
Q3 		$873K Sell
10,430
-718
-6% -$59K 0.4% 55
2024
Q2 		$891K Sell
11,148
-24
-0.2% -$1.91K 0.44% 53
2024
Q1 		$899K Sell
11,172
-1,655
-13% -$133K 0.45% 54
2023
Q4 		$1.04M Sell
12,827
-122
-0.9% -$9.43K 0.56% 44
2023
Q3 		$984K Sell
12,949
-762
-6% -$59.3K 0.59% 42
2023
Q2 		$1.08M Sell
13,711
-1,951
-12% -$155K 0.64% 36
2023
Q1 		$1.26M Sell
15,662
-6,168
-28% -$489K 0.79% 33
2022
Q4 		$1.69M Sell
21,830
-1,036
-5% -$79.7K 1.11% 29
2022
Q3 		$1.73M Sell
22,866
-1,633
-7% -$131K 1.23% 22
2022
Q2 		$1.96M Buy
+24,499
New +$2M 1.29% 19
2021
Q4 		$2.44M Buy
+26,317
New +$2.46M 1.34% 16
2021
Q1 		$2.26M Buy
+26,271
New +$2.5M 1.3% 17

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Collaborative Wealth Management's VCIT Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2026, closing a stake of 3,450 shares — an estimated $289K sold.

Collaborative Wealth Management first reported a position in VCIT in Q1 2021 and held it in 17 quarters. The position peaked at $2.44M in Q4 2021. 1,364 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 3,450 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $289K.
  • Collaborative Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and held it in 17 quarters.
  • Collaborative Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.44M in Q4 2021.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.