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Moneta Group Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Moneta Group Investment 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
Q1 		$253K Sell
3,053
-1,026
-25% -$85.8K ﹤0.01% 686
2025
Q4 		$342K Buy
+4,079
New +$343K ﹤0.01% 601
2025
Q2 		– Sell
-3,187
Closed -$261K – 728
2025
Q1 		$261K Sell
3,187
-7,528
-70% -$609K ﹤0.01% 556
2024
Q4 		$860K Buy
10,715
+3,689
+53% +$301K 0.01% 302
2024
Q3 		$588K Buy
+7,026
New +$578K 0.01% 376
2023
Q4 		– Sell
-3,589
Closed -$273K – 581
2023
Q3 		$273K Buy
3,589
+316
+10% +$24.6K 0.01% 424
2023
Q2 		$259K Buy
3,273
+399
+14% +$31.7K 0.01% 451
2023
Q1 		$231K Buy
+2,874
New +$228K 0.01% 472
2022
Q4 		– Sell
-3,687
Closed -$279K – 473
2022
Q3 		$279K Buy
3,687
+850
+30% +$68.1K 0.01% 366
2022
Q2 		$227K Sell
2,837
-1,184
-29% -$96.6K 0.01% 422
2022
Q1 		$346K Buy
+4,021
New +$357K 0.01% 340
2021
Q4 		– Sell
-2,129
Closed -$201K – 490
2021
Q3 		$201K Buy
+2,129
New +$203K 0.01% 438
2021
Q2 		– Sell
-2,806
Closed -$261K – 460
2021
Q1 		$261K Buy
+2,806
New +$267K 0.01% 364

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

Moneta Group Investment Advisors's VCIT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 25% in Q1 2026, selling an estimated $85.8K and leaving 3,053 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Moneta Group Investment Advisors first reported a position in VCIT in Q1 2021 and has held it in 13 quarters since. The position peaked at $860K in Q4 2024. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Moneta Group Investment Advisors held 3,053 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $253K as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,026 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $85.8K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #686 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and has held it in 13 quarters since.
  • Moneta Group Investment Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $860K in Q4 2024.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.