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 Q3	$25.8M	Sell	329,757 -193,047	-37%	-$15.6M	0.18%	111
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Concurrent Investment Advisors's VCIT Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 37% in Q3 2026, selling an estimated $15.6M and leaving 329,757 shares worth $25.8M. The position accounts for 0.18% of the portfolio, ranked #111.

Concurrent Investment Advisors first reported a position in VCIT in Q4 2023 and has held it in 12 quarters since. The position peaked at $43.2M in Q2 2026. 805 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

Concurrent Investment Advisors held 329,757 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $25.8M as of Q3 2026.
Concurrent Investment Advisors sold 193,047 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $15.6M.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.18% of Concurrent Investment Advisors's portfolio in Q3 2026, its #111 holding.
Concurrent Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Concurrent Investment Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $43.2M in Q2 2026.
805 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.