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 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

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

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

IBEX Wealth Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.8% in Q2 2026, selling an estimated $19.3K and leaving 5,821 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #160.

IBEX Wealth Advisors first reported a position in VCIT in Q4 2016 and has held it in 14 quarters since. The position peaked at $4.41M in Q2 2019. 1,361 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

IBEX Wealth Advisors held 5,821 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $481K as of Q2 2026.
IBEX Wealth Advisors sold 233 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $19.3K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #160 holding.
IBEX Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and has held it in 14 quarters since.
IBEX Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.41M in Q2 2019.
1,361 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.