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Mount Yale Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Mount Yale 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 		$33.5M Buy
405,333
+81,403
+25% +$6.81M 0.78% 22
2025
Q4 		$27.1M Buy
323,930
+124,885
+63% +$10.5M 1.31% 13
2025
Q3 		$16.7M Buy
+199,045
New +$16.6M 1.17% 13

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 $424B AUM 22.94% 1-Year Est. Return

Mount Yale Investment Advisors's VCIT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 25% in Q1 2026, buying an estimated $6.81M and bringing the position to 405,333 shares worth $33.5M. The position accounts for 0.78% of the portfolio, ranked #22.

Mount Yale Investment Advisors first reported a position in VCIT in Q3 2025 and has held it in 3 quarters since. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Mount Yale Investment Advisors held 405,333 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $33.5M as of Q1 2026.
  • Mount Yale Investment Advisors bought 81,403 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $6.81M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.78% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.