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

IBEX 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	$501K	Buy	+6,054	New	+$507K	0.05%	153
2025 Q4	–	Sell	-6,611	Closed	-$556K	–	197
2025 Q3	$556K	Buy	6,611 +38	+0.6%	+$3.16K	0.05%	150
2025 Q2	$545K	Buy	+6,573	New	+$534K	0.06%	145
2025 Q1	–	Sell	-8,234	Closed	-$661K	–	206
2024 Q4	$661K	Buy	+8,234	New	+$672K	0.08%	137
2019 Q3	–	Sell	-49,133	Closed	-$4.41M	–	378
2019 Q2	$4.41M	Buy	49,133 +160	+0.3%	+$14K	1.27%	19
2019 Q1	$4.25M	Buy	48,973 +3,095	+7%	+$262K	1.49%	18
2018 Q4	$3.8M	Sell	45,878 -914	-2%	-$75.4K	1.74%	14
2018 Q3	$3.9M	Sell	46,792 -250	-0.5%	-$20.9K	1.39%	29
2018 Q2	$3.98M	Hold	47,042	–	–	1.59%	23
2018 Q1	$3.98M	Buy	+47,042	New	+$4.02M	1.61%	23
2017 Q4	–	Sell	-45,772	Closed	-$4.02M	–	136
2017 Q3	$4.02M	Buy	45,772 +2,615	+6%	+$230K	1.49%	20
2017 Q2	$3.76M	Buy	+43,157	New	+$3.77M	1.48%	21
2017 Q1	–	Sell	-42,941	Closed	-$3.68M	–	371
2016 Q4	$3.68M	Buy	+42,941	New	+$3.74M	1.76%	13

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IBEX Wealth Advisors opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2026: 6,054 shares worth $501K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in VCIT as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in VCIT in Q4 2016 and has held it in 13 quarters since. The position peaked at $4.41M in Q2 2019. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

IBEX Wealth Advisors held 6,054 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $501K as of Q1 2026.
Vanguard Intermediate-Term Corporate Bond ETF was a new IBEX Wealth Advisors position in Q1 2026.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q1 2026, its #153 holding.
IBEX Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and has held it in 13 quarters since.
IBEX Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.41M in Q2 2019.
1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.