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

Connecticut 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 Q3	$1.12M	Buy	14,276 +380	+3%	+$30.7K	0.04%	145
2026 Q2	$1.15M	Buy	13,896 +225	+2%	+$18.6K	0.04%	146
2026 Q1	$1.13M	Buy	+13,671	New	+$1.14M	0.05%	141
2025 Q2	–	Sell	-6,546	Closed	-$535K	–	317
2025 Q1	$535K	Buy	+6,546	New	+$530K	0.03%	204
2024 Q4	–	Sell	-10,029	Closed	-$840K	–	312
2024 Q3	$840K	Sell	10,029 -1,155	-10%	-$95K	0.04%	170
2024 Q2	$894K	Sell	11,184 -1,043	-9%	-$82.8K	0.05%	162
2024 Q1	$984K	Sell	12,227 -5,571	-31%	-$447K	0.05%	150
2023 Q4	$1.45M	Sell	17,798 -530	-3%	-$40.9K	0.08%	112
2023 Q3	$1.39M	Buy	18,328 +4,947	+37%	+$385K	0.1%	95
2023 Q2	$1.06M	Sell	13,381 -168	-1%	-$13.4K	0.07%	96
2023 Q1	$1.09M	Buy	+13,549	New	+$1.07M	0.08%	89

Other funds holding VCIT

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Connecticut Wealth Management's VCIT Position: Q3 2026 in Review

Connecticut Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2.7% in Q3 2026, buying an estimated $30.7K and bringing the position to 14,276 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #145.

Connecticut Wealth Management first reported a position in VCIT in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2023. 608 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

Connecticut Wealth Management held 14,276 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.12M as of Q3 2026.
Connecticut Wealth Management bought 380 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $30.7K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q3 2026, its #145 holding.
Connecticut Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2023 and has held it in 11 quarters since.
Connecticut Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.45M in Q4 2023.
608 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.