Excalibur Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Excalibur Management’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 Q3	–	Sell	-6,903	Closed	-$571K	–	175
2026 Q2	$571K	Buy	+6,903	New	+$570K	0.19%	103
2024 Q1	–	Sell	-2,505	Closed	-$204K	–	163
2023 Q4	$204K	Buy	+2,505	New	+$194K	0.1%	151
2022 Q1	–	Sell	-3,725	Closed	-$346K	–	162
2021 Q4	$346K	Sell	3,725 -225	-6%	-$21.1K	0.14%	124
2021 Q3	$373K	Buy	3,950 +700	+22%	+$66.8K	0.16%	117
2021 Q2	$309K	Hold	3,250	–	–	0.14%	123
2021 Q1	$302K	Buy	3,250 +525	+19%	+$49.9K	0.15%	123
2020 Q4	$265K	Sell	2,725 -250	-8%	-$24.1K	0.14%	121
2020 Q3	$285K	Buy	2,975 +400	+16%	+$38.5K	0.17%	103
2020 Q2	$245K	Sell	2,575 -1,095	-30%	-$101K	0.16%	100
2020 Q1	$320K	Buy	+3,670	New	+$334K	0.25%	70

Other funds holding VCIT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Excalibur Management's VCIT Position: Q3 2026 in Review

Excalibur Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2026, closing a stake of 6,903 shares — an estimated $571K sold.

Excalibur Management first reported a position in VCIT in Q1 2020 and held it in 10 quarters. The position peaked at $571K in Q2 2026. 944 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

Excalibur Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Excalibur Management sold 6,903 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $571K.
Excalibur Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
Excalibur Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $571K in Q2 2026.
944 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Excalibur Management's 13F filing for Q3 2026, filed 2 Nov 2026.