CWM
VCIT icon

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

Copia 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
Q1 		– Sell
-44
Closed -$3.53K – 476
2024
Q4 		$3.53K Buy
+44
New +$3.59K ﹤0.01% 337

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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Copia Wealth Management's VCIT Position: Q1 2025 in Review

Copia Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 44 shares — an estimated $3.53K sold.

Copia Wealth Management first reported a position in VCIT in Q4 2024 and held it in 1 quarter. The position peaked at $3.53K in Q4 2024. 1,185 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

  • Copia Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 44 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $3.53K.
  • Copia Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.53K in Q4 2024.
  • 1,185 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.