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

Congress 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
2025
Q2 		$19.6M Buy
236,027
+28,556
+14% +$2.32M 0.19% 130
2025
Q1 		$16.9M Buy
207,471
+202,571
+4,134% +$16.4M 0.2% 128
2024
Q4 		$393K Buy
4,900
+1,172
+31% +$95.7K 0.01% 696
2024
Q3 		$312K Buy
+3,728
New +$307K ﹤0.01% 720
2024
Q1 		– Sell
-2,985
Closed -$243K – 641
2023
Q4 		$243K Sell
2,985
-133
-4% -$10.3K ﹤0.01% 564
2023
Q3 		$237K Buy
+3,118
New +$243K ﹤0.01% 555
2022
Q2 		– Sell
-3,885
Closed -$334K – 619
2022
Q1 		$334K Buy
+3,885
New +$345K 0.01% 496

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's VCIT Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 14% in Q2 2025, buying an estimated $2.32M and bringing the position to 236,027 shares worth $19.6M. The position accounts for 0.19% of the portfolio, ranked #130.

Congress Wealth Management first reported a position in VCIT in Q1 2022 and has held it in 7 quarters since. 1,197 funds tracked by Wall St. Rank hold VCIT as of Q2 2025.

  • Congress Wealth Management held 236,027 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $19.6M as of Q2 2025.
  • Congress Wealth Management bought 28,556 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2025, an estimated $2.32M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #130 holding.
  • Congress Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and has held it in 7 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.