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

Waverly 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
Q1 		$32.3M Sell
390,395
-1,409
-0.4% -$118K 0.24% 86
2025
Q4 		$32.8M Sell
391,804
-79,407
-17% -$6.67M 0.27% 77
2025
Q3 		$39.6M Buy
471,211
+15,033
+3% +$1.25M 0.4% 54
2025
Q2 		$37.8M Buy
456,178
+3,227
+0.7% +$262K 0.42% 53
2025
Q1 		$37M Buy
452,951
+6,332
+1% +$512K 0.45% 46
2024
Q4 		$35.9M Buy
446,619
+50,904
+13% +$4.16M 0.55% 37
2024
Q3 		$33.1M Buy
395,715
+27,589
+7% +$2.27M 0.61% 30
2024
Q2 		$29.4M Buy
368,126
+43,140
+13% +$3.43M 0.58% 31
2024
Q1 		$26.2M Buy
324,986
+99,474
+44% +$7.98M 0.62% 30
2023
Q4 		$18.3M Buy
225,512
+87,521
+63% +$6.76M 0.69% 29
2023
Q3 		$10.5M Sell
137,991
-19,172
-12% -$1.49M 0.46% 39
2023
Q2 		$12.4M Buy
157,163
+1,876
+1% +$149K 0.55% 33
2023
Q1 		$12.5M Sell
155,287
-4,891
-3% -$388K 0.65% 25
2022
Q4 		$12.4M Sell
160,178
-3,747
-2% -$288K 0.69% 26
2022
Q3 		$12.4M Buy
163,925
+7,061
+5% +$566K 0.87% 22
2022
Q2 		$12.6M Buy
156,864
+372
+0.2% +$30.4K 1.15% 14
2022
Q1 		$13.5M Buy
156,492
+7,540
+5% +$669K 1.14% 13
2021
Q4 		$13.3M Buy
148,952
+8,086
+6% +$757K 1.15% 13
2021
Q3 		$13.2M Sell
140,866
-9,507
-6% -$908K 1.13% 14
2021
Q2 		$14.4M Buy
150,373
+7,838
+5% +$737K 1.33% 11
2021
Q1 		$13.4M Buy
142,535
+10,718
+8% +$1.02M 1.32% 11
2020
Q4 		$12.7M Buy
131,817
+11,557
+10% +$1.11M 1.33% 12
2020
Q3 		$11.5M Buy
120,260
+1,775
+1% +$171K 1.53% 11
2020
Q2 		$11.4M Buy
118,485
+9,711
+9% +$893K 1.48% 11
2020
Q1 		$9.47M Buy
108,774
+6,317
+6% +$575K 1.6% 11
2019
Q4 		$9.49M Buy
102,457
+7,344
+8% +$670K 1.25% 17
2019
Q3 		$8.68M Buy
95,113
+7,611
+9% +$689K 1.25% 17
2019
Q2 		$7.86M Buy
87,502
+4,744
+6% +$415K 1.17% 20
2019
Q1 		$7.19M Buy
82,758
+3,773
+5% +$320K 1.11% 23
2018
Q4 		$6.54M Buy
78,985
+268
+0.3% +$22.1K 1.14% 24
2018
Q3 		$6.58M Buy
78,717
+9,139
+13% +$766K 0.97% 15
2018
Q2 		$5.81M Buy
69,578
+9,774
+16% +$817K 0.9% 16
2018
Q1 		$5.07M Buy
59,804
+6,496
+12% +$555K 0.82% 16
2017
Q4 		$4.66M Buy
53,308
+9,853
+23% +$864K 0.66% 18
2017
Q3 		$3.82M Buy
43,455
+6,718
+18% +$591K 0.83% 17
2017
Q2 		$3.22M Buy
36,737
+4,705
+15% +$411K 0.81% 13
2017
Q1 		$2.77M Buy
32,032
+2,697
+9% +$232K 0.73% 18
2016
Q4 		$2.51M Buy
29,335
+2,998
+11% +$261K 0.93% 15
2016
Q3 		$2.36M Buy
26,337
+6,103
+30% +$546K 0.98% 13
2016
Q2 		$1.81M Buy
20,234
+4,780
+31% +$419K 0.82% 13
2016
Q1 		$1.34M Sell
15,454
-2,127
-12% -$180K 0.82% 20
2015
Q4 		$1.48M Buy
17,581
+2,510
+17% +$213K 0.64% 19
2015
Q3 		$1.29M Buy
15,071
+10,054
+200% +$853K 0.89% 14
2015
Q2 		$428K Buy
+5,017
New +$434K 0.26% 32

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors's VCIT Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.36% in Q1 2026, selling an estimated $118K and leaving 390,395 shares worth $32.3M. The position accounts for 0.24% of the portfolio, ranked #86.

Waverly Advisors first reported a position in VCIT in Q2 2015 and has held it in 44 quarters since. The position peaked at $39.6M in Q3 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Waverly Advisors held 390,395 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $32.3M as of Q1 2026.
  • Waverly Advisors sold 1,409 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $118K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.24% of Waverly Advisors's portfolio in Q1 2026, its #86 holding.
  • Waverly Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • Waverly Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $39.6M in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.