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 Q2	$43.2M	Buy	522,804 +192,755	+58%	+$15.9M	0.37%	49
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 $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concurrent Investment Advisors's VCIT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 58% in Q2 2026, buying an estimated $15.9M and bringing the position to 522,804 shares worth $43.2M. The position accounts for 0.37% of the portfolio, ranked #49.

Concurrent Investment Advisors first reported a position in VCIT in Q4 2023 and has held it in 11 quarters since. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Concurrent Investment Advisors held 522,804 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $43.2M as of Q2 2026.
Concurrent Investment Advisors bought 192,755 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $15.9M.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.37% of Concurrent Investment Advisors's portfolio in Q2 2026, its #49 holding.
Concurrent Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.