Independence Asset Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Independence Asset 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	–	Sell	-8,943	Closed	-$740K	–	27
2026 Q1	$740K	Sell	8,943 -6,011	-40%	-$503K	0.27%	15
2025 Q4	$1.25M	Sell	14,954 -2,938	-16%	-$247K	0.69%	9
2025 Q3	$1.5M	Sell	17,892 -4,065	-19%	-$338K	0.64%	11
2025 Q2	$1.81M	Sell	21,957 -35,957	-62%	-$2.92M	1.13%	10
2025 Q1	$4.72M	Sell	57,914 -521	-0.9%	-$42.1K	15.29%	2
2024 Q4	$4.7M	Buy	58,435 +37,802	+183%	+$3.09M	21.75%	2
2024 Q3	$1.73M	Sell	20,633 -1,140	-5%	-$93.7K	34.3%	1
2024 Q2	$1.74M	Buy	21,773 +562	+3%	+$44.6K	41.69%	1
2024 Q1	$1.7M	Buy	21,211 +2,200	+12%	+$177K	40.99%	1
2023 Q4	$1.55M	Buy	+19,011	New	+$1.47M	39.1%	1

Other funds holding VCIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Independence Asset Advisors's VCIT Position: Q2 2026 in Review

Independence Asset Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2026, closing a stake of 8,943 shares — an estimated $740K sold.

Independence Asset Advisors first reported a position in VCIT in Q4 2023 and held it in 10 quarters. The position peaked at $4.72M in Q1 2025. 262 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Independence Asset Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independence Asset Advisors sold 8,943 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $740K.
Independence Asset Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
Independence Asset Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.72M in Q1 2025.
262 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.