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EP Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

EP Wealth Advisors’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 		$13.6M Buy
165,116
+2,536
+2% +$210K 0.05% 232
2026
Q1 		$13.5M Buy
162,580
+109,370
+206% +$9.15M 0.07% 180
2025
Q4 		$4.46M Buy
+53,210
New +$4.47M 0.02% 302
2025
Q2 		$1.55M Buy
18,726
+4,512
+32% +$367K 0.01% 463
2025
Q1 		$1.16M Sell
14,214
-6,178
-30% -$500K 0.01% 467
2024
Q4 		$1.64M Buy
20,392
+785
+4% +$64.1K 0.01% 390
2024
Q3 		$1.64M Buy
19,607
+2,534
+15% +$208K 0.01% 392
2024
Q2 		$1.36M Sell
17,073
-4,903
-22% -$389K 0.01% 337
2024
Q1 		$1.77M Sell
21,976
-919
-4% -$73.8K 0.02% 288
2023
Q4 		$1.86M Buy
22,895
+19,288
+535% +$1.49M 0.02% 271
2023
Q3 		$274K Buy
3,607
+2,317
+180% +$180K ﹤0.01% 576
2023
Q2 		$454K Sell
1,290
-80,856
-98% -$6.43M 0.01% 484
2023
Q1 		$13M Buy
82,146
+43,975
+115% +$3.49M 0.22% 75
2022
Q4 		$2.96M Sell
38,171
-6,570
-15% -$505K 0.05% 179
2022
Q3 		$3.39M Buy
44,741
+10,388
+30% +$832K 0.08% 144
2022
Q2 		$2.75M Buy
34,353
+147
+0.4% +$12K 0.06% 164
2022
Q1 		$2.94M Sell
34,206
-1,233
-3% -$109K 0.06% 163
2021
Q4 		$3.29M Buy
+35,439
New +$3.32M 0.08% 140
2021
Q3 		– Sell
-34,181
Closed -$3.25M – 563
2021
Q2 		$3.25M Buy
34,181
+17,790
+109% +$1.67M 0.09% 138
2021
Q1 		$1.52M Buy
16,391
+3,954
+32% +$376K 0.05% 192
2020
Q4 		$1.21M Buy
+12,437
New +$1.2M 0.04% 172

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

EP Wealth Advisors's VCIT Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.6% in Q2 2026, buying an estimated $210K and bringing the position to 165,116 shares worth $13.6M. The position accounts for 0.05% of the portfolio, ranked #232.

EP Wealth Advisors first reported a position in VCIT in Q4 2020 and has held it in 21 quarters since. 1,350 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • EP Wealth Advisors held 165,116 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $13.6M as of Q2 2026.
  • EP Wealth Advisors bought 2,536 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $210K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • EP Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.