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

Wallace 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
2026 Q1	$312K	Sell	3,768 -251	-6%	-$21K	0.33%	74
2025 Q4	$337K	Sell	4,019 -860	-18%	-$72.3K	0.35%	77
2025 Q3	$405K	Sell	4,879 -105	-2%	-$8.73K	0.33%	93
2025 Q2	$407K	Buy	4,984 +149	+3%	+$12.1K	0.3%	106
2025 Q1	$388K	Buy	4,835 +499	+12%	+$40.4K	0.27%	108
2024 Q4	$363K	Sell	4,336 -131	-3%	-$10.7K	0.25%	108
2024 Q3	$357K	Hold	4,467	–	–	0.26%	102
2024 Q2	$357K	Buy	4,467 +1,688	+61%	+$134K	0.26%	103
2024 Q1	$226K	Buy	+2,779	New	+$223K	0.17%	146

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

Wallace Advisory Group's VCIT Position: Q1 2026 in Review

Wallace Advisory Group reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 6.2% in Q1 2026, selling an estimated $21K and leaving 3,768 shares worth $312K. The position accounts for 0.33% of the portfolio, ranked #74.

Wallace Advisory Group first reported a position in VCIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $407K in Q2 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Wallace Advisory Group held 3,768 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $312K as of Q1 2026.
Wallace Advisory Group sold 251 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $21K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.33% of Wallace Advisory Group's portfolio in Q1 2026, its #74 holding.
Wallace Advisory Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Wallace Advisory Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $407K in Q2 2025.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.