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

Naviter Wealth’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
2025 Q2	–	Sell	-90,048	Closed	-$7.35M	–	308
2025 Q1	$7.35M	Buy	90,048 +6,917	+8%	+$560K	0.89%	22
2024 Q4	$6.67M	Sell	83,131 -1,280	-2%	-$104K	0.8%	24
2024 Q3	$7.07M	Buy	84,411 +14,282	+20%	+$1.17M	0.98%	21
2024 Q2	$5.61M	Buy	70,129 +2,727	+4%	+$217K	0.84%	23
2024 Q1	$5.43M	Sell	67,402 -3,657	-5%	-$293K	0.89%	23
2023 Q4	$5.78M	Buy	71,059 +5,670	+9%	+$438K	1.16%	17
2023 Q3	$4.97M	Buy	65,389 +6,188	+10%	+$481K	1.2%	12
2023 Q2	$4.68M	Buy	+59,201	New	+$4.7M	1.19%	14

Other funds holding VCIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Naviter Wealth's VCIT Position: Q2 2025 in Review

Naviter Wealth sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2025, closing a stake of 90,048 shares — an estimated $7.35M sold.

Naviter Wealth first reported a position in VCIT in Q2 2023 and held it in 8 quarters. The position peaked at $7.35M in Q1 2025. 1,195 funds tracked by Wall St. Rank hold VCIT as of Q2 2025.

Naviter Wealth reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Naviter Wealth sold 90,048 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2025, an estimated $7.35M.
Naviter Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
Naviter Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $7.35M in Q1 2025.
1,195 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.