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 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	+$9.75M	3.59%	7

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oakwell Private Wealth Management's VCIT Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.3% in Q2 2026, buying an estimated $114K and bringing the position to 104,608 shares worth $8.65M. The position accounts for 1.43% of the portfolio, ranked #15.

Oakwell Private Wealth Management first reported a position in VCIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q2 2025. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Oakwell Private Wealth Management held 104,608 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $8.65M as of Q2 2026.
Oakwell Private Wealth Management bought 1,385 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $114K.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.43% of Oakwell Private Wealth Management's portfolio in Q2 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 11 quarters since.
Oakwell Private Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $13.8M in Q2 2025.
1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.