SWMG LLC
VCIT icon

SWMG LLC’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

SWMG LLC’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
Q3 		– Sell
-3,553
Closed -$290K – 125
2026
Q2 		$290K Buy
3,553
+3
+0.1% +$248 0.07% 83
2026
Q1 		$294K Sell
3,550
-87
-2% -$7.28K 0.08% 91
2025
Q4 		$305K Buy
3,637
+815
+29% +$68.5K 0.08% 90
2025
Q3 		$239K Sell
2,822
-107
-4% -$8.9K 0.07% 101
2025
Q2 		$242K Sell
2,929
-659
-18% -$53.5K 0.08% 108
2025
Q1 		$292K Buy
3,588
+532
+17% +$43K 0.12% 96
2024
Q4 		$245K Sell
3,056
-120
-4% -$9.8K 0.1% 104
2024
Q3 		$257K Sell
3,176
-673
-17% -$55.3K 0.11% 102
2024
Q2 		$308K Sell
3,849
-45
-1% -$3.57K 0.14% 78
2024
Q1 		$314K Sell
3,894
-377
-9% -$30.3K 0.14% 81
2023
Q4 		$347K Buy
4,271
+419
+11% +$32.4K 0.17% 72
2023
Q3 		$293K Buy
3,852
+775
+25% +$60.3K 0.15% 80
2023
Q2 		$243K Buy
+3,077
New +$245K 0.13% 81
2023
Q1 		– Sell
-4,072
Closed -$316K – 96
2022
Q4 		$316K Buy
+4,072
New +$313K 0.19% 59
2021
Q2 		– Sell
-3,595
Closed -$334K – 68
2021
Q1 		$334K Buy
3,595
+66
+2% +$6.27K 0.23% 47
2020
Q4 		$340K Buy
+3,529
New +$340K 0.25% 47

Other funds holding VCIT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

SWMG LLC's VCIT Position: Q3 2026 in Review

SWMG LLC sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2026, closing a stake of 3,553 shares — an estimated $290K sold.

SWMG LLC first reported a position in VCIT in Q4 2020 and held it in 16 quarters. The position peaked at $347K in Q4 2023. 608 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • SWMG LLC reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • SWMG LLC sold 3,553 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $290K.
  • SWMG LLC first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • SWMG LLC's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $347K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.