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Elios Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Elios Financial Group’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
Q2 		$210K Buy
2,537
+27
+1% +$2.19K 0.1% 118
2025
Q1 		$205K Buy
2,510
+17
+0.7% +$1.38K 0.1% 109
2024
Q4 		$200K Buy
2,493
+9
+0.4% +$735 0.09% 111
2024
Q3 		$208K Buy
+2,484
New +$204K 0.1% 113

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Elios Financial Group's VCIT Position: Q2 2025 in Review

Elios Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.1% in Q2 2025, buying an estimated $2.19K and bringing the position to 2,537 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #118.

Elios Financial Group first reported a position in VCIT in Q3 2024 and has held it in 4 quarters since. 1,197 funds tracked by Wall St. Rank hold VCIT as of Q2 2025.

  • Elios Financial Group held 2,537 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $210K as of Q2 2025.
  • Elios Financial Group bought 27 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2025, an estimated $2.19K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.1% of Elios Financial Group's portfolio in Q2 2025, its #118 holding.
  • Elios Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.