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

Family 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
2025 Q1	–	Sell	-2,181	Closed	-$175K	–	237
2024 Q4	$175K	Hold	2,181	–	–	0.03%	166
2024 Q3	$183K	Sell	2,181 -410	-16%	-$33.7K	0.03%	162
2024 Q2	$207K	Sell	2,591 -3,986	-61%	-$316K	0.04%	141
2024 Q1	$530K	Sell	6,577 -9,935	-60%	-$797K	0.1%	97
2023 Q4	$1.34M	Sell	16,512 -42,867	-72%	-$3.31M	0.28%	64
2023 Q3	$4.51M	Buy	59,379 +23,090	+64%	+$1.8M	1.02%	25
2023 Q2	$2.87M	Buy	+36,289	New	+$2.88M	0.63%	37
2020 Q2	–	Sell	-1,194	Closed	-$104K	–	175
2020 Q1	$104K	Hold	1,194	–	–	0.05%	138
2019 Q4	$109K	Sell	1,194 -300	-20%	-$27.4K	0.04%	162
2019 Q3	$136K	Hold	1,494	–	–	0.05%	141
2019 Q2	$134K	Buy	+1,494	New	+$131K	0.05%	137

Other funds holding VCIT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Family Management's VCIT Position: Q1 2025 in Review

Family Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2025, closing a stake of 2,181 shares — an estimated $175K sold.

Family Management first reported a position in VCIT in Q2 2019 and held it in 11 quarters. The position peaked at $4.51M in Q3 2023. 1,185 funds tracked by Wall St. Rank hold VCIT as of Q1 2025.

Family Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Family Management sold 2,181 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2025, an estimated $175K.
Family Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and held it in 11 quarters.
Family Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.51M in Q3 2023.
1,185 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2025.

Based on Family Management's 13F filing for Q1 2025, filed 15 May 2025.