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Montag & Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Montag & Associates’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 		$7.67M Buy
92,730
+57,897
+166% +$4.84M 0.36% 64
2025
Q4 		$2.92M Sell
34,833
-6,066
-15% -$510K 0.13% 139
2025
Q3 		$3.44M Buy
40,899
+2,367
+6% +$197K 0.16% 126
2025
Q2 		$3.2M Buy
38,532
+51
+0.1% +$4.14K 0.16% 128
2025
Q1 		$3.15M Sell
38,481
-3,142
-8% -$254K 0.16% 127
2024
Q4 		$3.34M Sell
41,623
-2,495
-6% -$204K 0.16% 134
2024
Q3 		$3.69M Sell
44,118
-452
-1% -$37.2K 0.17% 122
2024
Q2 		$3.56M Buy
44,570
+418
+0.9% +$33.2K 0.18% 121
2024
Q1 		$3.55M Sell
44,152
-6,377
-13% -$512K 0.18% 124
2023
Q4 		$4.11M Buy
50,529
+239
+0.5% +$18.5K 0.23% 94
2023
Q3 		$3.82M Sell
50,290
-6,108
-11% -$475K 0.24% 93
2023
Q2 		$4.46M Sell
56,398
-2,555
-4% -$203K 0.27% 87
2023
Q1 		$4.73M Buy
58,953
+632
+1% +$50.1K 0.31% 79
2022
Q4 		$4.52M Sell
58,321
-14,856
-20% -$1.14M 0.3% 85
2022
Q3 		$5.54M Sell
73,177
-17,692
-19% -$1.42M 0.38% 72
2022
Q2 		$7.27M Buy
90,869
+26,675
+42% +$2.18M 0.47% 51
2022
Q1 		$5.52M Buy
64,194
+50,361
+364% +$4.47M 0.29% 98
2021
Q4 		$1.28M Sell
13,833
-6,077
-31% -$569K 0.06% 216
2021
Q3 		$1.88M Sell
19,910
-835
-4% -$79.7K 0.1% 169
2021
Q2 		$1.97M Buy
20,745
+1,193
+6% +$112K 0.1% 171
2021
Q1 		$1.82M Sell
19,552
-92,802
-83% -$8.82M 0.1% 174
2020
Q4 		$10.9M Buy
+112,354
New +$10.8M 0.67% 42

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

Montag & Associates's VCIT Position: Q1 2026 in Review

Montag & Associates increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 166% in Q1 2026, buying an estimated $4.84M and bringing the position to 92,730 shares worth $7.67M. The position accounts for 0.36% of the portfolio, ranked #64.

Montag & Associates first reported a position in VCIT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.9M in Q4 2020. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Montag & Associates held 92,730 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $7.67M as of Q1 2026.
  • Montag & Associates bought 57,897 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $4.84M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.36% of Montag & Associates's portfolio in Q1 2026, its #64 holding.
  • Montag & Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Montag & Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $10.9M in Q4 2020.
  • 1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.