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

Exencial 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 Q1	$19.2M	Buy	232,087 +8,372	+4%	+$700K	0.6%	41
2025 Q4	$18.7M	Buy	223,715 +4,394	+2%	+$369K	0.59%	44
2025 Q3	$18.4M	Buy	219,321 +8,635	+4%	+$718K	0.6%	43
2025 Q2	$17.5M	Buy	210,686 +3,386	+2%	+$275K	0.62%	43
2025 Q1	$16.9M	Buy	207,300 +7,851	+4%	+$635K	0.63%	41
2024 Q4	$16M	Buy	199,449 +5,881	+3%	+$480K	0.59%	50
2024 Q3	$16.2M	Buy	193,568 +1,092	+0.6%	+$89.8K	0.58%	52
2024 Q2	$15.4M	Buy	192,476 +2,940	+2%	+$233K	0.58%	55
2024 Q1	$15.3M	Buy	189,536 +89,279	+89%	+$7.17M	0.57%	56
2023 Q4	$8.15M	Buy	100,257 +502	+0.5%	+$38.8K	0.33%	91
2023 Q3	$7.58M	Buy	99,755 +18,531	+23%	+$1.44M	0.37%	83
2023 Q2	$6.42M	Buy	+81,224	New	+$6.45M	0.29%	99
2018 Q4	–	Sell	-30,089	Closed	-$2.51M	–	232
2018 Q3	$2.51M	Buy	30,089 +144	+0.5%	+$12.1K	0.58%	56
2018 Q2	$2.5M	Buy	+29,945	New	+$2.5M	0.7%	52

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Exencial Wealth Advisors's VCIT Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.7% in Q1 2026, buying an estimated $700K and bringing the position to 232,087 shares worth $19.2M. The position accounts for 0.6% of the portfolio, ranked #41.

Exencial Wealth Advisors first reported a position in VCIT in Q2 2018 and has held it in 14 quarters since. 1,364 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Exencial Wealth Advisors held 232,087 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $19.2M as of Q1 2026.
Exencial Wealth Advisors bought 8,372 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $700K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.6% of Exencial Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Exencial Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2018 and has held it in 14 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.