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Octavia Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Octavia Wealth Advisors’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 		$707K Sell
8,560
-54
-0.6% -$4.46K 0.06% 94
2026
Q1 		$713K Hold
8,614
– – 0.07% 98
2025
Q4 		$721K Sell
8,614
-16
-0.2% -$1.34K 0.07% 106
2025
Q3 		$726K Buy
8,630
+25
+0.3% +$2.08K 0.07% 102
2025
Q2 		$714K Sell
8,605
-37
-0.4% -$3.01K 0.08% 92
2025
Q1 		$707K Buy
8,642
+3,978
+85% +$322K 0.09% 91
2024
Q4 		$374K Buy
4,664
+1
+0% +$82 0.05% 142
2024
Q3 		$390K Buy
4,663
+1
+0% +$82 0.05% 146
2024
Q2 		$373K Buy
4,662
+963
+26% +$76.5K 0.05% 150
2024
Q1 		$298K Buy
+3,699
New +$297K 0.04% 167
2022
Q1 		– Sell
-2,862
Closed -$265K – 209
2021
Q4 		$265K Sell
2,862
-209
-7% -$19.6K 0.06% 163
2021
Q3 		$291K Sell
3,071
-498
-14% -$47.5K 0.07% 134
2021
Q2 		$339K Sell
3,569
-593
-14% -$55.8K 0.09% 117
2021
Q1 		$387K Sell
4,162
-2,084
-33% -$198K 0.12% 113
2020
Q4 		$607K Buy
+6,246
New +$602K 0.2% 82

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

Octavia Wealth Advisors's VCIT Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.63% in Q2 2026, selling an estimated $4.46K and leaving 8,560 shares worth $707K. The position accounts for 0.06% of the portfolio, ranked #94.

Octavia Wealth Advisors first reported a position in VCIT in Q4 2020 and has held it in 15 quarters since. The position peaked at $726K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Octavia Wealth Advisors held 8,560 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $707K as of Q2 2026.
  • Octavia Wealth Advisors sold 54 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $4.46K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.06% of Octavia Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • Octavia Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $726K in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.