SWA
VCIT icon

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

Sax 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 		$915K Buy
11,054
+8,257
+295% +$682K 0.04% 243
2026
Q1 		$234K Hold
2,797
– – 0.01% 440
2025
Q4 		$234K Hold
2,797
– – 0.01% 447
2025
Q3 		$235K Sell
2,797
-334
-11% -$27.8K 0.01% 398
2025
Q2 		$260K Sell
3,131
-69
-2% -$5.61K 0.02% 369
2025
Q1 		$262K Buy
3,200
+69
+2% +$5.58K 0.02% 315
2024
Q4 		$251K Sell
3,131
-1,630
-34% -$133K 0.02% 291
2024
Q3 		$399K Sell
4,761
-325
-6% -$26.7K 0.04% 183
2024
Q2 		$407K Sell
5,086
-792
-13% -$62.9K 0.04% 169
2024
Q1 		$473K Sell
5,878
-1,954
-25% -$157K 0.06% 120
2023
Q4 		$637K Sell
7,832
-896
-10% -$69.2K 0.1% 103
2023
Q3 		$663K Buy
8,728
+16
+0.2% +$1.25K 0.13% 91
2023
Q2 		$688K Sell
8,712
-17
-0.2% -$1.35K 0.14% 85
2023
Q1 		$700K Buy
8,729
+1,572
+22% +$125K 0.15% 81
2022
Q4 		$555K Buy
7,157
+440
+7% +$33.8K 0.13% 92
2022
Q3 		$508K Sell
6,717
-1,274
-16% -$102K 0.13% 95
2022
Q2 		$639K Sell
7,991
-7,180
-47% -$586K 0.16% 83
2022
Q1 		$1.3M Sell
15,171
-520
-3% -$46.2K 0.32% 47
2021
Q4 		$1.46M Sell
15,691
-1,176
-7% -$110K 0.3% 54
2021
Q3 		$1.59M Buy
16,867
+1,793
+12% +$171K 0.38% 49
2021
Q2 		$1.43M Sell
15,074
-214
-1% -$20.1K 0.49% 46
2021
Q1 		$1.42M Sell
15,288
-2,533
-14% -$241K 0.52% 46
2020
Q4 		$1.73M Buy
+17,821
New +$1.72M 0.8% 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

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

Sax Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 295% in Q2 2026, buying an estimated $682K and bringing the position to 11,054 shares worth $915K. The position accounts for 0.04% of the portfolio, ranked #243.

Sax Wealth Advisors first reported a position in VCIT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q4 2020. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Sax Wealth Advisors held 11,054 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $915K as of Q2 2026.
  • Sax Wealth Advisors bought 8,257 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $682K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.73M in Q4 2020.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.