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

Liberty 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
Q1 		– Sell
-2,522
Closed -$211K – 279
2025
Q4 		$211K Sell
2,522
-1,071
-30% -$90K 0.03% 238
2025
Q3 		$302K Buy
+3,593
New +$299K 0.04% 179
2023
Q2 		– Sell
-25,639
Closed -$2.05M – 235
2023
Q1 		$2.05M Buy
+25,639
New +$2.03M 0.42% 50
2022
Q2 		– Sell
-1,484
Closed -$207K – 172
2022
Q1 		$207K Buy
+1,484
New +$132K 0.07% 147
2021
Q4 		– Sell
-1,553
Closed -$147K – 1057
2021
Q3 		$147K Buy
1,553
+196
+14% +$18.7K 0.05% 215
2021
Q2 		$129K Buy
1,357
+9
+0.7% +$847 0.05% 183
2021
Q1 		$129K Hold
1,348
– – 0.06% 152
2020
Q4 		$129K Buy
1,348
+9
+0.7% +$867 0.06% 150
2020
Q3 		$128K Buy
1,339
+5
+0.4% +$481 0.08% 138
2020
Q2 		$127K Sell
1,334
-122
-8% -$11.2K 0.09% 123
2020
Q1 		$127K Buy
1,456
+333
+30% +$30.3K 0.11% 117
2019
Q4 		$102K Buy
1,123
+8
+0.7% +$729 0.08% 158
2019
Q3 		$102K Buy
1,115
+499
+81% +$45.2K 0.1% 147
2019
Q2 		$55K Buy
616
+6
+1% +$525 0.05% 234
2019
Q1 		$53K Buy
610
+3
+0.5% +$254 0.04% 196
2018
Q4 		$50K Buy
+607
New +$50K 0.04% 185

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Liberty Wealth Management's VCIT Position: Q1 2026 in Review

Liberty Wealth Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2026, closing a stake of 2,522 shares — an estimated $211K sold.

Liberty Wealth Management first reported a position in VCIT in Q4 2018 and held it in 16 quarters. The position peaked at $2.05M in Q1 2023. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Liberty Wealth Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Liberty Wealth Management sold 2,522 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $211K.
  • Liberty Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Liberty Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.05M in Q1 2023.
  • 1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.