SageView Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

SageView Advisory Group’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	$4.1M	Sell	48,987 -282	-0.6%	-$23.7K	0.14%	92
2025 Q3	$4.14M	Buy	49,269 +1,162	+2%	+$96.7K	0.14%	96
2025 Q2	$3.97M	Buy	48,107 +1,779	+4%	+$145K	0.15%	81
2025 Q1	$3.79M	Buy	46,328 +2,766	+6%	+$224K	0.16%	71
2024 Q4	$3.5M	Buy	43,562 +9,585	+28%	+$782K	0.15%	79
2024 Q3	$2.85M	Buy	+33,977	New	+$2.79M	0.14%	88
2024 Q2	–	Sell	-26,766	Closed	-$2.13M	–	114
2024 Q1	$1.12M	Buy	+26,766	New	+$2.15M	0.06%	185
2023 Q4	–	Sell	-24,278	Closed	-$1.88M	–	140
2023 Q3	$1.84M	Sell	24,278 -1,620	-6%	-$126K	0.11%	119
2023 Q2	$2.05M	Sell	25,898 -11,586	-31%	-$921K	0.11%	116
2023 Q1	$3.01M	Sell	37,484 -19,278	-34%	-$1.53M	0.19%	82
2022 Q4	$4.4M	Buy	+56,762	New	+$4.36M	0.36%	59

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SageView Advisory Group's VCIT Position: Q4 2025 in Review

SageView Advisory Group reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.57% in Q4 2025, selling an estimated $23.7K and leaving 48,987 shares worth $4.1M. The position accounts for 0.14% of the portfolio, ranked #92.

SageView Advisory Group first reported a position in VCIT in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.4M in Q4 2022. 1,330 funds tracked by Wall St. Rank hold VCIT as of Q4 2025.

SageView Advisory Group held 48,987 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.1M as of Q4 2025.
SageView Advisory Group sold 282 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2025, an estimated $23.7K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.14% of SageView Advisory Group's portfolio in Q4 2025, its #92 holding.
SageView Advisory Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.4M in Q4 2022.
1,330 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.