West Financial Advisors
VCIT icon

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

West 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
Q3 		$344K Sell
4,392
-269,320
-98% -$21.8M 0.05% 53
2026
Q2 		$22.6M Buy
273,712
+15,715
+6% +$1.3M 3.44% 9
2026
Q1 		$21.3M Buy
257,997
+2,702
+1% +$226K 3.62% 9
2025
Q4 		$21.4M Buy
255,295
+57,500
+29% +$4.83M 3.61% 9
2025
Q3 		$16.6M Buy
197,795
+3,777
+2% +$314K 2.75% 9
2025
Q2 		$16.1M Sell
194,018
-1,680
-0.9% -$136K 2.8% 10
2025
Q1 		$16M Buy
195,698
+5,392
+3% +$436K 3.04% 9
2024
Q4 		$15.3M Buy
190,306
+2,104
+1% +$172K 2.95% 9
2024
Q3 		$15.8M Buy
188,202
+68,839
+58% +$5.66M 3.04% 8
2024
Q2 		$9.5M Buy
119,363
+3,087
+3% +$245K 1.98% 12
2024
Q1 		$9.36M Buy
116,276
+5,109
+5% +$410K 2.01% 13
2023
Q4 		$9.04M Buy
+111,167
New +$8.59M 2.06% 14

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

West Financial Advisors's VCIT Position: Q3 2026 in Review

West Financial Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 98% in Q3 2026, selling an estimated $21.8M and leaving 4,392 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #53.

West Financial Advisors first reported a position in VCIT in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.6M in Q2 2026. 944 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • West Financial Advisors held 4,392 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $344K as of Q3 2026.
  • West Financial Advisors sold 269,320 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $21.8M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.05% of West Financial Advisors's portfolio in Q3 2026, its #53 holding.
  • West Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • West Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $22.6M in Q2 2026.
  • 944 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on West Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.