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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Luminvest Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.4% in Q1 2026, buying an estimated $1.38M and bringing the position to 238,214 shares worth $19.7M. The position accounts for 5.16% of the portfolio, ranked #7.

Luminvest Wealth Management first reported a position in VCIT in Q4 2023 and has held it in 10 quarters since. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Luminvest Wealth Management held 238,214 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $19.7M as of Q1 2026.
Luminvest Wealth Management bought 16,475 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.38M.
Vanguard Intermediate-Term Corporate Bond ETF made up 5.16% of Luminvest Wealth Management's portfolio in Q1 2026, its #7 holding.
Luminvest Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.