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Occidental Asset Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Occidental Asset 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 		– Sell
-5,106
Closed -$423K – 343
2026
Q1 		$423K Sell
5,106
-1,540
-23% -$129K 0.05% 182
2025
Q4 		$557K Sell
6,646
-91
-1% -$7.65K 0.07% 152
2025
Q3 		$567K Sell
6,737
-4,987
-43% -$415K 0.07% 147
2025
Q2 		$972K Buy
11,724
+7,160
+157% +$582K 0.13% 103
2025
Q1 		$373K Buy
4,564
+22
+0.5% +$1.78K 0.06% 163
2024
Q4 		$365K Sell
4,542
-120
-3% -$9.8K 0.06% 151
2024
Q3 		$390K Buy
4,662
+893
+24% +$73.4K 0.06% 157
2024
Q2 		$301K Sell
3,769
-3,319
-47% -$264K 0.05% 163
2024
Q1 		$571K Sell
7,088
-885
-11% -$71K 0.11% 129
2023
Q4 		$648K Buy
7,973
+1,939
+32% +$150K 0.13% 124
2023
Q3 		$458K Sell
6,034
-69
-1% -$5.37K 0.11% 139
2023
Q2 		$482K Buy
+6,103
New +$485K 0.11% 150
2018
Q4 		– Sell
-5,320
Closed -$444K – 159
2018
Q3 		$444K Hold
5,320
– – 0.22% 91
2018
Q2 		$444K Buy
5,320
+933
+21% +$78K 0.24% 83
2018
Q1 		$372K Hold
4,387
– – 0.2% 97
2017
Q4 		$383K Hold
4,387
– – 0.2% 93
2017
Q3 		$386K Sell
4,387
-100
-2% -$8.8K 0.21% 81
2017
Q2 		$393K Buy
4,487
+72
+2% +$6.29K 0.24% 74
2017
Q1 		$381K Buy
4,415
+592
+15% +$50.9K 0.25% 64
2016
Q4 		$328K Sell
3,823
-260
-6% -$22.6K 0.24% 80
2016
Q3 		$366K Hold
4,083
– – 0.3% 65
2016
Q2 		$365K Sell
4,083
-847
-17% -$74.3K 0.32% 62
2016
Q1 		$429K Hold
4,930
– – 0.52% 47
2015
Q4 		$415K Hold
4,930
– – 0.53% 42
2015
Q3 		$421K Hold
4,930
– – 0.59% 38
2015
Q2 		$421K Hold
4,930
– – 0.56% 43
2015
Q1 		$432K Hold
4,930
– – 0.54% 43
2014
Q4 		$424K Hold
4,930
– – 0.65% 40
2014
Q3 		$423K Hold
4,930
– – 0.69% 36
2014
Q2 		$427K Hold
4,930
– – 0.73% 38
2014
Q1 		$419K Buy
+4,930
New +$416K 0.75% 37

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Occidental Asset Management's VCIT Position: Q2 2026 in Review

Occidental Asset Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2026, closing a stake of 5,106 shares — an estimated $423K sold.

Occidental Asset Management first reported a position in VCIT in Q1 2014 and held it in 31 quarters. The position peaked at $972K in Q2 2025. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Occidental Asset Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Occidental Asset Management sold 5,106 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $423K.
  • Occidental Asset Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2014 and held it in 31 quarters.
  • Occidental Asset Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $972K in Q2 2025.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.