Oakworth Capital’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Oakworth Capital’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
2024 Q4	–	Sell	-116	Closed	-$9.71K	–	690
2024 Q3	$9.71K	Buy	116 +49	+73%	+$4.03K	﹤0.01%	508
2024 Q2	$5.36K	Hold	67	–	–	﹤0.01%	559
2024 Q1	$5.39K	Hold	67	–	–	﹤0.01%	525
2023 Q4	$5.45K	Hold	67	–	–	﹤0.01%	535
2023 Q3	$5.09K	Buy	+67	New	+$5.21K	﹤0.01%	499
2022 Q1	–	Sell	-52,253	Closed	-$4.85M	–	591
2021 Q4	$4.85M	Hold	52,253	–	–	0.41%	24
2021 Q3	$4.93M	Buy	+52,253	New	+$4.99M	0.48%	24
2020 Q3	–	Sell	-88	Closed	-$8K	–	615
2020 Q2	$8K	Buy	+88	New	+$8.1K	﹤0.01%	429

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Oakworth Capital's VCIT Position: Q4 2024 in Review

Oakworth Capital sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 116 shares — an estimated $9.71K sold.

Oakworth Capital first reported a position in VCIT in Q2 2020 and held it in 8 quarters. The position peaked at $4.93M in Q3 2021. 1,176 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Oakworth Capital reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Oakworth Capital sold 116 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $9.71K.
Oakworth Capital first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Oakworth Capital's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.93M in Q3 2021.
1,176 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Oakworth Capital's 13F filing for Q4 2024, filed 27 Jan 2025.