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Roger Wittlin Investment Advisory’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Roger Wittlin Investment 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 		– Sell
-3,052
Closed -$257K – 42
2025
Q3 		$257K Sell
3,052
-1,151
-27% -$95.7K 0.14% 37
2025
Q2 		$349K Buy
4,203
+195
+5% +$15.8K 0.19% 37
2025
Q1 		$328K Buy
4,008
+29
+0.7% +$2.35K 0.19% 34
2024
Q4 		$319K Buy
3,979
+59
+2% +$4.82K 0.18% 36
2024
Q3 		$328K Buy
3,920
+43
+1% +$3.54K 0.19% 38
2024
Q2 		$310K Buy
3,877
+43
+1% +$3.41K 0.2% 36
2024
Q1 		$309K Sell
3,834
-7,422
-66% -$596K 0.22% 36
2023
Q4 		$915K Buy
11,256
+154
+1% +$11.9K 0.68% 27
2023
Q3 		$844K Buy
11,102
+108
+1% +$8.4K 0.72% 25
2023
Q2 		$869K Buy
10,994
+101
+0.9% +$8.03K 0.7% 26
2023
Q1 		$874K Buy
10,893
+5,126
+89% +$406K 0.78% 25
2022
Q4 		$447K Buy
+5,767
New +$443K 0.45% 36
2022
Q3 		– Sell
-5,674
Closed -$454K – 25
2022
Q2 		$454K Hold
5,674
– – 0.45% 27
2022
Q1 		$488K Buy
+5,674
New +$504K 0.45% 20

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

Roger Wittlin Investment Advisory's VCIT Position: Q4 2025 in Review

Roger Wittlin Investment Advisory sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2025, closing a stake of 3,052 shares — an estimated $257K sold.

Roger Wittlin Investment Advisory first reported a position in VCIT in Q1 2022 and held it in 14 quarters. The position peaked at $915K in Q4 2023. 1,332 funds tracked by Wall St. Rank hold VCIT as of Q4 2025.

  • Roger Wittlin Investment Advisory reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 3,052 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2025, an estimated $257K.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and held it in 14 quarters.
  • Roger Wittlin Investment Advisory's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $915K in Q4 2023.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2025.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.