Luminvest Wealth Management
VCIT icon

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

Luminvest 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
Q3 		$14.9M Sell
190,610
-65,251
-26% -$5.28M 3.92% 8
2026
Q2 		$21.1M Buy
255,861
+17,647
+7% +$1.46M 4.91% 7
2026
Q1 		$19.7M Buy
238,214
+16,475
+7% +$1.38M 5.16% 7
2025
Q4 		$18.6M Buy
221,739
+92,818
+72% +$7.8M 5.15% 7
2025
Q3 		$10.8M Sell
128,921
-52,292
-29% -$4.35M 3.53% 7
2025
Q2 		$15M Buy
181,213
+2,662
+1% +$216K 5.38% 7
2025
Q1 		$14.6M Buy
178,551
+1,598
+0.9% +$129K 6.02% 7
2024
Q4 		$14.2M Buy
176,953
+14,132
+9% +$1.15M 5.73% 7
2024
Q3 		$13.6M Buy
162,821
+46,756
+40% +$3.84M 5.64% 7
2024
Q2 		$9.42M Buy
116,065
+28,375
+32% +$2.25M 4.42% 7
2024
Q1 		$7.18M Buy
87,690
+18,349
+26% +$1.47M 4.52% 7
2023
Q4 		$5.68M Buy
+69,341
New +$5.36M 3.72% 7

Other funds holding VCIT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Luminvest Wealth Management's VCIT Position: Q3 2026 in Review

Luminvest Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 26% in Q3 2026, selling an estimated $5.28M and leaving 190,610 shares worth $14.9M. The position accounts for 3.92% of the portfolio, ranked #8.

Luminvest Wealth Management first reported a position in VCIT in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.1M in Q2 2026. 414 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Luminvest Wealth Management held 190,610 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $14.9M as of Q3 2026.
  • Luminvest Wealth Management sold 65,251 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $5.28M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 3.92% of Luminvest Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Luminvest Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Luminvest Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $21.1M in Q2 2026.
  • 414 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.