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 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%	-$13.3K	0.07%	96
2023 Q1	$1.09M	Buy	+13,549	New	+$1.07M	0.08%	89

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

Connecticut Wealth Management's VCIT Position: Q2 2026 in Review

Connecticut Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.6% in Q2 2026, buying an estimated $18.6K and bringing the position to 13,896 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #146.

Connecticut Wealth Management first reported a position in VCIT in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.45M in Q4 2023. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Connecticut Wealth Management held 13,896 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.15M as of Q2 2026.
Connecticut Wealth Management bought 225 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $18.6K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #146 holding.
Connecticut Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Connecticut Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.45M in Q4 2023.
1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.