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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
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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

SWMG LLC's VCIT Position: Q2 2026 in Review

SWMG LLC increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.08% in Q2 2026, buying an estimated $248 and bringing the position to 3,553 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #83.

SWMG LLC first reported a position in VCIT in Q4 2020 and has held it in 16 quarters since. The position peaked at $347K in Q4 2023. 664 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • SWMG LLC held 3,553 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $290K as of Q2 2026.
  • SWMG LLC bought 3 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $248.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.07% of SWMG LLC's portfolio in Q2 2026, its #83 holding.
  • SWMG LLC first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • SWMG LLC's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $347K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.