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

Forza Wealth 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	$2.54M	Sell	32,490 -3,017	-8%	-$244K	0.74%	38
2026 Q2	$2.93M	Hold	35,507	–	–	0.9%	30
2026 Q1	$2.94M	Hold	35,507	–	–	1.02%	29
2025 Q4	$2.97M	Hold	35,507	–	–	1.08%	28
2025 Q3	$2.99M	Hold	35,507	–	–	1.14%	27
2025 Q2	$2.94M	Buy	35,507 +29,965	+541%	+$2.43M	1.21%	23
2025 Q1	$453K	Hold	5,542	–	–	0.2%	117
2024 Q4	$445K	Hold	5,542	–	–	0.2%	115
2024 Q3	$464K	Hold	5,542	–	–	0.21%	122
2024 Q2	$443K	Hold	5,542	–	–	0.23%	118
2024 Q1	$446K	Sell	5,542 -700	-11%	-$56.2K	0.23%	119
2023 Q4	$507K	Hold	6,242	–	–	0.28%	103
2023 Q3	$474K	Buy	+6,242	New	+$486K	0.24%	117

Other funds holding VCIT

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forza Wealth Management's VCIT Position: Q3 2026 in Review

Forza Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8.5% in Q3 2026, selling an estimated $244K and leaving 32,490 shares worth $2.54M. The position accounts for 0.74% of the portfolio, ranked #38.

Forza Wealth Management first reported a position in VCIT in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.99M in Q3 2025. 414 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

Forza Wealth Management held 32,490 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.54M as of Q3 2026.
Forza Wealth Management sold 3,017 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $244K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.74% of Forza Wealth Management's portfolio in Q3 2026, its #38 holding.
Forza Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
Forza Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.99M in Q3 2025.
414 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.