Capital Advisors Wealth Management, LLC VCIT holdings history
VANGUARD INT-TERM CORPORATE · CUSIP 92206C870 · CIK 1824700
As of 2026-06-30, Capital Advisors Wealth Management, LLC reported 438.82K VCIT (shares), valued at $36.27M, or 4.26% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 3.70%; reported value increased 3.57%, and weight changed -0.44 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 | 4.26% | 438,817 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 4.70% | 423,173 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 4.44% | 389,335 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 4.62% | 384,891 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 4.90% | 375,744 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 5.46% | 377,653 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 5.21% | 364,500 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 5.43% | 352,104 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 5.29% | 334,556 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 5.34% | 319,479 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 6.04% | 326,228 | SEC filing ↗Filed Jan 9, 2024 |
| Q3 2023 | 5.98% | 301,218 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.98% | 301,218 | $22.89M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 6.04% | 326,228 | $26.52M | Shares increased 8.30%; reported value increased 15.86%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2024 |
| Q1 2024 | 5.34% | 319,479 | $25.72M | Shares decreased 2.07%; reported value decreased 3.00%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 5.29% | 334,556 | $26.74M | Shares increased 4.72%; reported value increased 3.96%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 5.43% | 352,104 | $29.49M | Shares increased 5.25%; reported value increased 10.27%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 5.21% | 364,500 | $29.26M | Shares increased 3.52%; reported value decreased 0.78%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 5.46% | 377,653 | $30.88M | Shares increased 3.61%; reported value increased 5.53%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 4.90% | 375,744 | $31.16M | Shares decreased 0.51%; reported value increased 0.91%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 4.62% | 384,891 | $32.37M | Shares increased 2.43%; reported value increased 3.90%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 4.44% | 389,335 | $32.61M | Shares increased 1.15%; reported value increased 0.72%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 4.70% | 423,173 | $35.02M | Shares increased 8.69%; reported value increased 7.39%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 4.26% | 438,817 | $36.27M | Shares increased 3.70%; reported value increased 3.57%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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