Oakwell Private Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Oakwell Private Wealth Management’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	$8.54M	Buy	103,223 +4,375	+4%	+$366K	1.52%	14
2025 Q4	$8.28M	Buy	98,848 +8,112	+9%	+$682K	1.55%	15
2025 Q3	$7.63M	Sell	90,736 -75,769	-46%	-$6.3M	1.53%	15
2025 Q2	$13.8M	Buy	166,505 +14,000	+9%	+$1.14M	3.18%	7
2025 Q1	$12.5M	Buy	152,505 +10,441	+7%	+$845K	3.44%	7
2024 Q4	$11.4M	Buy	142,064 +17,976	+14%	+$1.47M	3.2%	7
2024 Q3	$10.4M	Sell	124,088 -30,126	-20%	-$2.48M	2.99%	7
2024 Q2	$12.3M	Buy	154,214 +12,731	+9%	+$1.01M	3.48%	7
2024 Q1	$11.4M	Buy	141,483 +15,232	+12%	+$1.22M	3.46%	7
2023 Q4	$10.3M	Buy	+126,251	New	+$9.75M	3.59%	7

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

Oakwell Private Wealth Management's VCIT Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 4.4% in Q1 2026, buying an estimated $366K and bringing the position to 103,223 shares worth $8.54M. The position accounts for 1.52% of the portfolio, ranked #14.

Oakwell Private Wealth Management first reported a position in VCIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.8M in Q2 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Oakwell Private Wealth Management held 103,223 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $8.54M as of Q1 2026.
Oakwell Private Wealth Management bought 4,375 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $366K.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.52% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #14 holding.
Oakwell Private Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Oakwell Private Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $13.8M in Q2 2025.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.