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 Q2	$11.6M	Buy	140,081 +16,416	+13%	+$1.36M	4.14%	8
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hillcrest Wealth Advisors's VCIT Position: Q2 2026 in Review

Hillcrest Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 13% in Q2 2026, buying an estimated $1.36M and bringing the position to 140,081 shares worth $11.6M. 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 26 quarters since. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Hillcrest Wealth Advisors held 140,081 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $11.6M as of Q2 2026.
Hillcrest Wealth Advisors bought 16,416 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.36M.
Vanguard Intermediate-Term Corporate Bond ETF made up 4.14% of Hillcrest Wealth Advisors's portfolio in Q2 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 26 quarters since.
1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.