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

Forvis Mazars 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
2024 Q4	–	Sell	-13,360	Closed	-$1.12M	–	432
2024 Q3	$1.12M	Sell	13,360 -16	-0.1%	-$1.32K	0.03%	219
2024 Q2	$1.07M	Buy	13,376 +112	+0.8%	+$8.89K	0.03%	207
2024 Q1	$1.07M	Hold	13,264	–	–	0.03%	208
2023 Q4	$1.08M	Hold	13,264	–	–	0.03%	197
2023 Q3	$1.01M	Sell	13,264 -11,452	-46%	-$891K	0.03%	202
2023 Q2	$1.95M	Buy	24,716 +11,237	+83%	+$893K	0.06%	168
2023 Q1	$1.08M	Buy	13,479 +611	+5%	+$48.4K	0.04%	196
2022 Q4	$997K	Buy	12,868 +938	+8%	+$72.1K	0.03%	202
2022 Q3	$903K	Buy	+11,930	New	+$956K	0.04%	199

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

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

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

Forvis Mazars Wealth Advisors's VCIT Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 13,360 shares — an estimated $1.12M sold.

Forvis Mazars Wealth Advisors first reported a position in VCIT in Q3 2022 and held it in 9 quarters. The position peaked at $1.95M in Q2 2023. 1,179 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 13,360 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $1.12M.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
Forvis Mazars Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.95M in Q2 2023.
1,179 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.