Novak & Powell Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Novak & Powell Financial Services’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	$1.66M	Buy	20,115 +587	+3%	+$49.1K	0.9%	28
2025 Q4	$1.64M	Buy	19,528 +849	+5%	+$71.3K	0.85%	28
2025 Q3	$1.57M	Buy	18,679 +7,891	+73%	+$656K	0.83%	32
2025 Q2	$895K	Sell	10,788 -7,550	-41%	-$613K	0.62%	35
2025 Q1	$1.5M	Sell	18,338 -2,505	-12%	-$203K	0.93%	27
2024 Q4	$1.67M	Buy	20,843 +8,816	+73%	+$720K	1%	23
2024 Q3	$1.01M	Sell	12,027 -7,375	-38%	-$606K	0.58%	44
2024 Q2	$1.55M	Buy	19,402 +8,160	+73%	+$648K	0.96%	28
2024 Q1	$905K	Sell	11,242 -6,804	-38%	-$546K	0.68%	36
2023 Q4	$1.46M	Buy	+18,046	New	+$1.39M	0.98%	29

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

Novak & Powell Financial Services's VCIT Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3% in Q1 2026, buying an estimated $49.1K and bringing the position to 20,115 shares worth $1.66M. The position accounts for 0.9% of the portfolio, ranked #28.

Novak & Powell Financial Services first reported a position in VCIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2024. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Novak & Powell Financial Services held 20,115 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.66M as of Q1 2026.
Novak & Powell Financial Services bought 587 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $49.1K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.9% of Novak & Powell Financial Services's portfolio in Q1 2026, its #28 holding.
Novak & Powell Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.67M in Q4 2024.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.