Concurrent Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Concurrent Investment Advisors’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	$27.3M	Buy	330,049 +16,978	+5%	+$1.42M	0.3%	67
2025 Q4	$26.2M	Buy	313,071 +21,264	+7%	+$1.79M	0.3%	65
2025 Q3	$24.5M	Sell	291,807 -2,924	-1%	-$243K	0.42%	50
2025 Q2	$24.4M	Buy	294,731 +19,812	+7%	+$1.61M	0.47%	40
2025 Q1	$22.5M	Buy	274,919 +20,907	+8%	+$1.69M	0.55%	32
2024 Q4	$20.4M	Buy	254,012 +24,270	+11%	+$1.98M	0.55%	33
2024 Q3	$19.2M	Buy	229,742 +146,938	+177%	+$12.1M	0.57%	33
2024 Q2	$6.62M	Buy	82,804 +6,319	+8%	+$502K	0.22%	107
2024 Q1	$6.16M	Buy	76,485 +17,412	+29%	+$1.4M	0.25%	97
2023 Q4	$4.8M	Buy	+59,073	New	+$4.56M	0.23%	99

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's VCIT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 5.4% in Q1 2026, buying an estimated $1.42M and bringing the position to 330,049 shares worth $27.3M. The position accounts for 0.3% of the portfolio, ranked #67.

Concurrent Investment Advisors first reported a position in VCIT in Q4 2023 and has held it in 10 quarters since. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Concurrent Investment Advisors held 330,049 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $27.3M as of Q1 2026.
Concurrent Investment Advisors bought 16,978 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.42M.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.3% of Concurrent Investment Advisors's portfolio in Q1 2026, its #67 holding.
Concurrent Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.