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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
Q2 		– Sell
-125
Closed -$10.3K – 130
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevate Wealth Advisory's VCIT Position: Q2 2026 in Review

Elevate Wealth Advisory sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2026, closing a stake of 125 shares — an estimated $10.3K sold.

Elevate Wealth Advisory first reported a position in VCIT in Q4 2023 and held it in 10 quarters. The position peaked at $10.5K in Q3 2025. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Elevate Wealth Advisory reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elevate Wealth Advisory sold 125 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $10.3K.
  • Elevate Wealth Advisory first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Elevate Wealth Advisory's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $10.5K in Q3 2025.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.