IBEX Wealth Advisors
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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
Q3 		$423K Sell
5,403
-418
-7% -$33.8K 0.03% 168
2026
Q2 		$481K Sell
5,821
-233
-4% -$19.3K 0.04% 160
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bernicke Wealth Management
Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

IBEX Wealth Advisors's VCIT Position: Q3 2026 in Review

IBEX Wealth Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.2% in Q3 2026, selling an estimated $33.8K and leaving 5,403 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #168.

IBEX Wealth Advisors first reported a position in VCIT in Q4 2016 and has held it in 15 quarters since. The position peaked at $4.41M in Q2 2019. 828 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • IBEX Wealth Advisors held 5,403 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $423K as of Q3 2026.
  • IBEX Wealth Advisors sold 418 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $33.8K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q3 2026, its #168 holding.
  • IBEX Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and has held it in 15 quarters since.
  • IBEX Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.41M in Q2 2019.
  • 828 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.