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

Hillcrest 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
2026
Q1 		$10.2M Buy
123,665
+36,195
+41% +$3.03M 4.14% 8
2025
Q4 		$7.33M Buy
87,470
+6,850
+8% +$576K 3.15% 10
2025
Q3 		$6.78M Buy
80,620
+50
+0.1% +$4.16K 3.05% 10
2025
Q2 		$6.68M Sell
80,570
-14,325
-15% -$1.16M 3.14% 9
2025
Q1 		$7.76M Sell
94,895
-8,625
-8% -$698K 3.84% 8
2024
Q4 		$8.31M Buy
103,520
+58,015
+127% +$4.74M 3.95% 8
2024
Q3 		$3.81M Buy
45,505
+18,475
+68% +$1.52M 1.9% 16
2024
Q2 		$2.16M Sell
27,030
-525
-2% -$41.7K 1.16% 20
2024
Q1 		$2.22M Hold
27,555
– – 1.2% 20
2023
Q4 		$2.24M Sell
27,555
-1,710
-6% -$132K 1.23% 20
2023
Q3 		$2.22M Buy
29,265
+500
+2% +$38.9K 1.27% 19
2023
Q2 		$2.27M Hold
28,765
– – 1.34% 19
2023
Q1 		$2.31M Hold
28,765
– – 1.37% 19
2022
Q4 		$2.23M Sell
28,765
-820
-3% -$63K 1.33% 20
2022
Q3 		$2.24M Sell
29,585
-2,400
-8% -$192K 1.42% 19
2022
Q2 		$2.56M Sell
31,985
-3,500
-10% -$286K 1.55% 18
2022
Q1 		$3.05M Buy
35,485
+1,330
+4% +$118K 1.69% 19
2021
Q4 		$3.17M Buy
34,155
+8,375
+32% +$784K 1.7% 18
2021
Q3 		$2.43M Buy
25,780
+3,716
+17% +$355K 1.44% 20
2021
Q2 		$2.1M Sell
22,064
-2,211
-9% -$208K 1.27% 21
2021
Q1 		$2.26M Buy
24,275
+10,120
+71% +$962K 1.38% 20
2020
Q4 		$1.38M Buy
14,155
+2,350
+20% +$226K 0.92% 26
2020
Q3 		$1.13M Buy
11,805
+4,800
+69% +$462K 0.8% 27
2020
Q2 		$666K Sell
7,005
-1,175
-14% -$108K 0.58% 25
2020
Q1 		$712K Buy
+8,180
New +$744K 0.71% 26

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

Hillcrest Wealth Advisors's VCIT Position: Q1 2026 in Review

Hillcrest Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 41% in Q1 2026, buying an estimated $3.03M and bringing the position to 123,665 shares worth $10.2M. The position accounts for 4.14% of the portfolio, ranked #8.

Hillcrest Wealth Advisors first reported a position in VCIT in Q1 2020 and has held it in 25 quarters since. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Hillcrest Wealth Advisors held 123,665 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $10.2M as of Q1 2026.
  • Hillcrest Wealth Advisors bought 36,195 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $3.03M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 4.14% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Hillcrest Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.