Oakwell Private Wealth Management
VCIT icon

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
Q3 		$9.15M Buy
116,781
+12,173
+12% +$984K 1.39% 15
2026
Q2 		$8.65M Buy
104,608
+1,385
+1% +$114K 1.43% 15
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 +$9.8M 3.59% 7

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Oakwell Private Wealth Management's VCIT Position: Q3 2026 in Review

Oakwell Private Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 12% in Q3 2026, buying an estimated $984K and bringing the position to 116,781 shares worth $9.15M. The position accounts for 1.39% of the portfolio, ranked #15.

Oakwell Private Wealth Management first reported a position in VCIT in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q2 2025. 944 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Oakwell Private Wealth Management held 116,781 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $9.15M as of Q3 2026.
  • Oakwell Private Wealth Management bought 12,173 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $984K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.39% of Oakwell Private Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Oakwell Private Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Oakwell Private Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $13.8M in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.