Wealth Effects’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Wealth Effects’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	$473K	Buy	5,721 +101	+2%	+$8.45K	0.17%	115
2025 Q4	$471K	Buy	5,620 +167	+3%	+$14K	0.15%	114
2025 Q3	$459K	Sell	5,453 -16	-0.3%	-$1.33K	0.15%	118
2025 Q2	$453K	Sell	5,469 -499	-8%	-$40.5K	0.17%	110
2025 Q1	$488K	Buy	5,968 +2,061	+53%	+$167K	0.21%	98
2024 Q4	$314K	Buy	3,907 +1,010	+35%	+$82.4K	0.11%	148
2024 Q3	$243K	Buy	+2,897	New	+$238K	0.09%	176

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

Wealth Effects's VCIT Position: Q1 2026 in Review

Wealth Effects increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.8% in Q1 2026, buying an estimated $8.45K and bringing the position to 5,721 shares worth $473K. The position accounts for 0.17% of the portfolio, ranked #115.

Wealth Effects first reported a position in VCIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $488K in Q1 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Wealth Effects held 5,721 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $473K as of Q1 2026.
Wealth Effects bought 101 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $8.45K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.17% of Wealth Effects's portfolio in Q1 2026, its #115 holding.
Wealth Effects first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Wealth Effects's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $488K in Q1 2025.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.