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Heritage Trust’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Heritage Trust’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 		$10.2M Buy
123,699
+8,274
+7% +$692K 1.03% 19
2025
Q4 		$9.67M Buy
115,425
+60,937
+112% +$5.12M 0.98% 21
2025
Q3 		$4.58M Buy
54,488
+12,629
+30% +$1.05M 0.49% 53
2025
Q2 		$3.47M Buy
41,859
+6,173
+17% +$502K 0.4% 69
2025
Q1 		$2.92M Sell
35,686
-558
-2% -$45.1K 0.35% 76
2024
Q4 		$2.91M Buy
+36,244
New +$2.96M 0.34% 79
2024
Q2 		$2.15M Sell
26,921
-1,068
-4% -$84.8K 0.28% 94
2024
Q1 		$2.25M Sell
27,989
-3,324
-11% -$267K 0.3% 88
2023
Q4 		$2.55M Sell
31,313
-1,729
-5% -$134K 0.36% 79
2023
Q3 		$2.51M Buy
33,042
+618
+2% +$48.1K 0.39% 71
2023
Q2 		$2.56M Buy
32,424
+243
+0.8% +$19.3K 0.37% 77
2023
Q1 		$2.58M Hold
32,181
– – 0.41% 72
2022
Q4 		$2.49M Sell
32,181
-1,357
-4% -$104K 0.41% 75
2022
Q3 		$2.54M Sell
33,538
-371
-1% -$29.7K 0.44% 69
2022
Q2 		$2.71M Sell
33,909
-30
-0.1% -$2.45K 0.44% 67
2022
Q1 		$2.92M Sell
33,939
-4,124
-11% -$366K 0.41% 67
2021
Q4 		$3.53M Buy
38,063
+71
+0.2% +$6.64K 0.45% 63
2021
Q3 		$3.59M Sell
37,992
-2,996
-7% -$286K 0.5% 56
2021
Q2 		$3.9M Sell
40,988
-1,353
-3% -$127K 0.56% 54
2021
Q1 		$3.94M Sell
42,341
-250
-0.6% -$23.8K 0.6% 52
2020
Q4 		$4.14M Buy
42,591
+289
+0.7% +$27.8K 0.67% 49
2020
Q3 		$4.05M Buy
42,302
+18,399
+77% +$1.77M 0.76% 43
2020
Q2 		$2.27M Buy
23,903
+21,273
+809% +$1.96M 0.45% 63
2020
Q1 		$229K Sell
2,630
-568
-18% -$51.7K 0.06% 164
2019
Q4 		$292K Buy
+3,198
New +$292K 0.06% 163
2019
Q1 		– Sell
-545
Closed -$45K – 404
2018
Q4 		$45K Hold
545
– – 0.02% 213
2018
Q3 		$46K Hold
545
– – 0.02% 213
2018
Q2 		$46K Hold
545
– – 0.02% 210
2018
Q1 		$46K Buy
+545
New +$46.6K 0.02% 204
2017
Q4 		– Sell
-64
Closed -$6K – 427
2017
Q3 		$6K Buy
+64
New +$5.63K ﹤0.01% 316

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Trust's VCIT Position: Q1 2026 in Review

Heritage Trust increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.2% in Q1 2026, buying an estimated $692K and bringing the position to 123,699 shares worth $10.2M. The position accounts for 1.03% of the portfolio, ranked #19.

Heritage Trust first reported a position in VCIT in Q3 2017 and has held it in 30 quarters since. 1,359 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Heritage Trust held 123,699 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $10.2M as of Q1 2026.
  • Heritage Trust bought 8,274 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $692K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.03% of Heritage Trust's portfolio in Q1 2026, its #19 holding.
  • Heritage Trust first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2017 and has held it in 30 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.