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Elm3 Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Elm3 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
Q4 		– Sell
-3,118
Closed -$262K – 126
2025
Q3 		$262K Sell
3,118
-2,505
-45% -$208K 0.22% 95
2025
Q2 		$466K Sell
5,623
-6,099
-52% -$495K 0.39% 63
2025
Q1 		$958K Sell
11,722
-5,880
-33% -$476K 0.84% 30
2024
Q4 		$1.41M Buy
+17,602
New +$1.44M 1.21% 21

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elm3 Financial Group's VCIT Position: Q4 2025 in Review

Elm3 Financial Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2025, closing a stake of 3,118 shares — an estimated $262K sold.

Elm3 Financial Group first reported a position in VCIT in Q4 2024 and held it in 4 quarters. The position peaked at $1.41M in Q4 2024. 1,330 funds tracked by Wall St. Rank hold VCIT as of Q4 2025.

  • Elm3 Financial Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 3,118 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2025, an estimated $262K.
  • Elm3 Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Elm3 Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.41M in Q4 2024.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2025.

Based on Elm3 Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.