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

Wells Financial 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	$56.3K	Sell	680 -650	-49%	-$54.4K	0.26%	40
2025 Q4	$111K	Sell	1,330 -4,440	-77%	-$373K	0.21%	44
2025 Q3	$485K	Buy	5,770 +2,130	+59%	+$177K	0.65%	28
2025 Q2	$302K	Sell	3,640 -616	-14%	-$50K	0.41%	32
2025 Q1	$348K	Buy	4,256 +635	+18%	+$51.4K	0.48%	30
2024 Q4	$291K	Buy	3,621 +633	+21%	+$51.7K	0.4%	35
2024 Q3	$250K	Sell	2,988 -5,505	-65%	-$453K	0.34%	35
2024 Q2	$679K	Sell	8,493 -561	-6%	-$44.5K	0.45%	34
2024 Q1	$729K	Buy	9,054 +229	+3%	+$18.4K	0.5%	29
2023 Q4	$717K	Sell	8,825 -825	-9%	-$63.7K	0.52%	28
2023 Q3	$733K	Sell	9,650 -67	-0.7%	-$5.21K	0.57%	25
2023 Q2	$768K	Buy	+9,717	New	+$772K	0.58%	25

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

Wells Financial Advisors's VCIT Position: Q1 2026 in Review

Wells Financial Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 49% in Q1 2026, selling an estimated $54.4K and leaving 680 shares worth $56.3K. The position accounts for 0.26% of the portfolio, ranked #40.

Wells Financial Advisors first reported a position in VCIT in Q2 2023 and has held it in 12 quarters since. The position peaked at $768K in Q2 2023. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Wells Financial Advisors held 680 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $56.3K as of Q1 2026.
Wells Financial Advisors sold 650 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $54.4K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.26% of Wells Financial Advisors's portfolio in Q1 2026, its #40 holding.
Wells Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Wells Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $768K in Q2 2023.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.