Elevate Wealth Advisory’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Elevate Wealth Advisory’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 Q1	$10.3K	Hold	125	–	–	0.01%	117
2025 Q4	$10.5K	Hold	125	–	–	0.01%	111
2025 Q3	$10.5K	Hold	125	–	–	0.01%	111
2025 Q2	$10.4K	Hold	125	–	–	0.01%	125
2025 Q1	$10.2K	Hold	125	–	–	0.01%	122
2024 Q4	$10K	Hold	125	–	–	0.01%	111
2024 Q3	$10.5K	Hold	125	–	–	0.01%	115
2024 Q2	$9.99K	Hold	125	–	–	0.01%	108
2024 Q1	$10.1K	Hold	125	–	–	0.01%	102
2023 Q4	$10.2K	Buy	+125	New	+$9.66K	0.01%	105

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elevate Wealth Advisory's VCIT Position: Q1 2026 in Review

Elevate Wealth Advisory held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q1 2026 at 125 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #117.

Elevate Wealth Advisory first reported a position in VCIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Elevate Wealth Advisory held 125 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $10.3K as of Q1 2026.
Elevate Wealth Advisory left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #117 holding.
Elevate Wealth Advisory first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $10.5K in Q3 2025.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.