PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q3	–	Sell	-1	Closed	-$130	–	580
2025 Q2	$130	Hold	1	–	–	﹤0.01%	487
2025 Q1	$127	Hold	1	–	–	﹤0.01%	468
2024 Q4	$124	Hold	1	–	–	﹤0.01%	466
2024 Q3	$127	Sell	1 -351	-100%	-$28.9K	﹤0.01%	369
2024 Q2	$28.2K	Sell	352 -66,181	-99%	-$5.25M	0.02%	242
2024 Q1	$5.36M	Buy	66,533 +3,477	+6%	+$279K	3.52%	4
2023 Q4	$5.13M	Buy	63,056 +59,051	+1,474%	+$4.56M	3.23%	6
2023 Q3	$304K	Sell	4,005 -13,421	-77%	-$1.04M	0.22%	64
2023 Q2	$365K	Buy	17,426 +13,076	+301%	+$1.04M	0.27%	54
2023 Q1	$349K	Buy	4,350 +1,856	+74%	+$147K	0.27%	49
2022 Q4	$193K	Buy	+2,494	New	+$192K	0.17%	76

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VCIT Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2025, closing a stake of 1 share — an estimated $130 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VCIT in Q4 2022 and held it in 11 quarters. The position peaked at $5.36M in Q1 2024. 1,213 funds tracked by Wall St. Rank hold VCIT as of Q3 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1 Vanguard Intermediate-Term Corporate Bond ETF share in Q3 2025, an estimated $130.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $5.36M in Q1 2024.
1,213 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.