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

Kingswood 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 		$3.03M Buy
36,629
+723
+2% +$59.8K 0.12% 187
2026
Q1 		$2.97M Buy
35,906
+31,239
+669% +$2.61M 0.14% 166
2025
Q4 		$391K Buy
4,667
+165
+4% +$13.9K 0.02% 600
2025
Q3 		$379K Buy
4,502
+2
+0% +$166 0.02% 555
2025
Q2 		$373K Buy
4,500
+53
+1% +$4.31K 0.03% 501
2025
Q1 		$364K Sell
4,447
-825
-16% -$66.7K 0.03% 484
2024
Q4 		$423K Buy
5,272
+356
+7% +$29.1K 0.03% 492
2024
Q3 		$412K Sell
4,916
-78
-2% -$6.41K 0.03% 508
2024
Q2 		$399K Sell
4,994
-800
-14% -$63.5K 0.04% 442
2024
Q1 		$467K Sell
5,794
-10
-0.2% -$803 0.05% 367
2023
Q4 		$472K Buy
5,804
+913
+19% +$70.5K 0.05% 358
2023
Q3 		$372K Buy
+4,891
New +$381K 0.06% 301

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2% in Q2 2026, buying an estimated $59.8K and bringing the position to 36,629 shares worth $3.03M. The position accounts for 0.12% of the portfolio, ranked #187.

Kingswood Wealth Advisors first reported a position in VCIT in Q3 2023 and has held it in 12 quarters since. 1,352 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Kingswood Wealth Advisors held 36,629 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.03M as of Q2 2026.
  • Kingswood Wealth Advisors bought 723 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $59.8K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

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