Institute for Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Institute for Wealth Management’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	$1.49K	Buy	+18	New	+$1.49K	﹤0.01%	1629
2020 Q1	–	Sell	-1,184	Closed	-$108K	–	663
2019 Q4	$108K	Buy	+1,184	New	+$108K	0.02%	471
2019 Q3	–	Sell	-2,824	Closed	-$254K	–	472
2019 Q2	$254K	Sell	2,824 -1,161	-29%	-$102K	0.06%	387
2019 Q1	$346K	Sell	3,985 -29,553	-88%	-$2.51M	0.08%	306
2018 Q4	$2.78M	Buy	33,538 +17,572	+110%	+$1.45M	1.14%	18
2018 Q3	$1.34M	Sell	15,966 -6,251	-28%	-$524K	0.45%	73
2018 Q2	$1.86M	Buy	22,217 +1,758	+9%	+$147K	0.59%	50
2018 Q1	$1.71M	Sell	20,459 -15,251	-43%	-$1.3M	0.5%	59
2017 Q4	$3.11M	Buy	35,710 +17,705	+98%	+$1.55M	0.72%	24
2017 Q3	$1.58M	Sell	18,005 -2,409	-12%	-$212K	0.52%	59
2017 Q2	$1.79M	Buy	+20,414	New	+$1.78M	0.49%	46

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

Institute for Wealth Management's VCIT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2026: 18 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VCIT as recently as Q4 2019.

Institute for Wealth Management first reported a position in VCIT in Q2 2017 and has held it in 11 quarters since. The position peaked at $3.11M in Q4 2017. 1,361 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Institute for Wealth Management held 18 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.49K as of Q2 2026.
Vanguard Intermediate-Term Corporate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1629 holding.
Institute for Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2017 and has held it in 11 quarters since.
Institute for Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.11M in Q4 2017.
1,361 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.