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Principia Wealth Advisory’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$5.35M Buy
63,938
+27,144
+74% +$2.28M 3.35% 8
2025
Q3 		$3.09M Buy
36,794
+32,091
+682% +$2.67M 2.13% 16
2025
Q2 		$390K Buy
+4,703
New +$382K 0.33% 34

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principia Wealth Advisory's VCIT Position: Q4 2025 in Review

Principia Wealth Advisory increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 74% in Q4 2025, buying an estimated $2.28M and bringing the position to 63,938 shares worth $5.35M. The position accounts for 3.35% of the portfolio, ranked #8.

Principia Wealth Advisory first reported a position in VCIT in Q2 2025 and has held it in 3 quarters since. 1,332 funds tracked by Wall St. Rank hold VCIT as of Q4 2025.

  • Principia Wealth Advisory held 63,938 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $5.35M as of Q4 2025.
  • Principia Wealth Advisory bought 27,144 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2025, an estimated $2.28M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 3.35% of Principia Wealth Advisory's portfolio in Q4 2025, its #8 holding.
  • Principia Wealth Advisory first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.