Towerpoint Wealth, LLC VCIT holdings history
VANGUARD INT-TERM CORPORATE · CUSIP 92206C870 · CIK 1731445
As of 2026-06-30, Towerpoint Wealth, LLC reported 189.62K VCIT (shares), valued at $15.67M, or 5.44% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 4.74%; reported value increased 4.62%, and weight changed -0.61 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 | 5.44% | 189,622 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 6.05% | 181,038 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 5.76% | 173,711 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 5.97% | 173,521 | SEC filing ↗Filed Oct 8, 2025 |
| Q2 2025 | 7.61% | 207,040 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 10.60% | 261,634 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 10.29% | 261,713 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 9.76% | 245,875 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 9.66% | 242,092 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 9.45% | 233,568 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 9.96% | 224,738 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 9.87% | 218,731 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 9.87% | 218,731 | $16.62M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 9.96% | 224,738 | $18.27M | Shares increased 2.75%; reported value increased 9.91%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 9.45% | 233,568 | $18.80M | Shares increased 3.93%; reported value increased 2.94%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 9.66% | 242,092 | $19.35M | Shares increased 3.65%; reported value increased 2.90%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 9.76% | 245,875 | $20.59M | Shares increased 1.56%; reported value increased 6.42%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 10.29% | 261,713 | $21.01M | Shares increased 6.44%; reported value increased 2.02%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 10.60% | 261,634 | $21.39M | Shares decreased 0.03%; reported value increased 1.83%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 7.61% | 207,040 | $17.17M | Shares decreased 20.87%; reported value decreased 19.74%, and weight changed -2.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 5.97% | 173,521 | $14.59M | Shares decreased 16.19%; reported value decreased 14.99%, and weight changed -1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2025 |
| Q4 2025 | 5.76% | 173,711 | $14.55M | Shares increased 0.11%; reported value decreased 0.32%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 6.05% | 181,038 | $14.98M | Shares increased 4.22%; reported value increased 2.97%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 5.44% | 189,622 | $15.67M | Shares increased 4.74%; reported value increased 4.62%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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