Swan Capital’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Swan Capital’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 Q1	$4.2M	Sell	50,795 -2,210	-4%	-$185K	1.55%	21
2025 Q4	$4.44M	Sell	53,005 -737	-1%	-$61.9K	1.73%	21
2025 Q3	$4.52M	Sell	53,742 -21,942	-29%	-$1.83M	1.83%	21
2025 Q2	$6.28M	Buy	75,684 +32,107	+74%	+$2.61M	2.73%	16
2025 Q1	$3.56M	Buy	43,577 +7,855	+22%	+$635K	1.65%	20
2024 Q4	$2.87M	Sell	35,722 -4,716	-12%	-$385K	1.4%	21
2024 Q3	$3.39M	Sell	40,438 -10,346	-20%	-$851K	1.67%	20
2024 Q2	$4.06M	Sell	50,784 -11,036	-18%	-$876K	2.21%	19
2024 Q1	$4.98M	Sell	61,820 -131	-0.2%	-$10.5K	2.83%	12
2023 Q4	$5.04M	Sell	61,951 -46,884	-43%	-$3.62M	3.17%	12
2023 Q3	$8.27M	Buy	+108,835	New	+$8.47M	6.59%	7
2023 Q1	$6.97M	Buy	+86,916	New	+$6.89M	6.73%	7

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Swan Capital's VCIT Position: Q1 2026 in Review

Swan Capital reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 4.2% in Q1 2026, selling an estimated $185K and leaving 50,795 shares worth $4.2M. The position accounts for 1.55% of the portfolio, ranked #21.

Swan Capital first reported a position in VCIT in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.27M in Q3 2023. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Swan Capital held 50,795 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.2M as of Q1 2026.
Swan Capital sold 2,210 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $185K.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.55% of Swan Capital's portfolio in Q1 2026, its #21 holding.
Swan Capital first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Swan Capital's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $8.27M in Q3 2023.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.