Capital Advantage, Inc. VCIT holdings history
VANGUARD INT-TERM CORPORATE · CUSIP 92206C870 · CIK 1628896
As of 2026-06-30, Capital Advantage, Inc. reported 6.20K VCIT (shares), valued at $512.46K, or 0.06% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 99.36%; reported value decreased 99.36%, and weight changed -10.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.06% | 6,200 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 10.53% | 973,171 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 11.34% | 1,003,349 | SEC filing ↗Filed Jan 7, 2026 |
| Q3 2025 | 12.83% | 1,014,707 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 13.60% | 1,035,452 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 16.10% | 1,100,656 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 16.10% | 1,100,656 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 20.77% | 1,294,166 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 13.33% | 807,728 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 12.26% | 762,912 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 12.31% | 746,630 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 11.85% | 727,820 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 11.85% | 727,820 | $55.30M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 12.31% | 746,630 | $60.69M | Shares increased 2.58%; reported value increased 9.74%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 12.26% | 762,912 | $60.40M | Shares increased 2.18%; reported value decreased 0.47%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 13.33% | 807,728 | $65.01M | Shares increased 5.87%; reported value increased 7.64%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 20.77% | 1,294,166 | $108.39M | Shares increased 60.22%; reported value increased 66.71%, and weight changed +7.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 16.10% | 1,100,656 | $88.35M | Shares decreased 14.95%; reported value decreased 18.49%, and weight changed -4.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 16.10% | 1,100,656 | $88.35M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 13.60% | 1,035,452 | $85.86M | Shares decreased 5.92%; reported value decreased 2.82%, and weight changed -2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 12.83% | 1,014,707 | $85.35M | Shares decreased 2.00%; reported value decreased 0.60%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 11.34% | 1,003,349 | $84.03M | Shares decreased 1.12%; reported value decreased 1.54%, and weight changed -1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2026 |
| Q1 2026 | 10.53% | 973,171 | $80.53M | Shares decreased 3.01%; reported value decreased 4.17%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 0.06% | 6,200 | $512.46K | Shares decreased 99.36%; reported value decreased 99.36%, and weight changed -10.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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