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

Wescott Financial 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
2025
Q4 		– Sell
-2,556
Closed -$215K – 197
2025
Q3 		$215K Sell
2,556
-79
-3% -$6.57K 0.02% 170
2025
Q2 		$218K Buy
2,635
+18
+0.7% +$1.46K 0.02% 164
2025
Q1 		$214K Sell
2,617
-190
-7% -$15.4K 0.02% 163
2024
Q4 		$225K Sell
2,807
-2,067
-42% -$169K 0.02% 159
2024
Q3 		$408K Buy
4,874
+238
+5% +$19.6K 0.04% 132
2024
Q2 		$371K Buy
4,636
+229
+5% +$18.2K 0.04% 133
2024
Q1 		$355K Buy
4,407
+1,270
+40% +$102K 0.04% 125
2023
Q4 		$255K Sell
3,137
-288
-8% -$22.3K 0.04% 144
2023
Q3 		$260K Buy
3,425
+23
+0.7% +$1.79K 0.05% 137
2023
Q2 		$269K Buy
3,402
+22
+0.7% +$1.75K 0.05% 137
2023
Q1 		$271K Sell
3,380
-986
-23% -$78.2K 0.06% 130
2022
Q4 		$338K Buy
4,366
+26
+0.6% +$2K 0.07% 112
2022
Q3 		$328K Sell
4,340
-275
-6% -$22K 0.09% 108
2022
Q2 		$369K Buy
4,615
+17
+0.4% +$1.39K 0.1% 97
2022
Q1 		$396K Buy
+4,598
New +$408K 0.1% 91

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wescott Financial Advisory Group's VCIT Position: Q4 2025 in Review

Wescott Financial Advisory Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2025, closing a stake of 2,556 shares — an estimated $215K sold.

Wescott Financial Advisory Group first reported a position in VCIT in Q1 2022 and held it in 15 quarters. The position peaked at $408K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold VCIT as of Q4 2025.

  • Wescott Financial Advisory Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 2,556 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2025, an estimated $215K.
  • Wescott Financial Advisory Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and held it in 15 quarters.
  • Wescott Financial Advisory Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $408K in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.