Dodds Wealth, LLC VCIT holdings history
VANGUARD INT-TERM CORPORATE · CUSIP 92206C870 · CIK 1973728
As of 2026-06-30, Dodds Wealth, LLC reported 712.03K VCIT (shares), valued at $58.85M, or 13.24% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 3.93%; reported value increased 3.80%, and weight changed -0.68 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 | 13.24% | 712,028 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 13.92% | 685,118 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 13.38% | 651,573 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 13.31% | 638,863 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 13.44% | 604,614 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 15.40% | 578,087 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 14.76% | 571,631 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 15.16% | 551,447 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 16.87% | 537,440 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 17.02% | 520,088 | SEC filing ↗Filed May 24, 2024 |
| Q4 2023 | 18.23% | 437,519 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 18.23% | 437,519 | $35.56M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 17.02% | 520,088 | $41.87M | Shares increased 18.87%; reported value increased 17.75%, and weight changed -1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 24, 2024 |
| Q2 2024 | 16.87% | 537,440 | $43.20M | Shares increased 3.34%; reported value increased 3.18%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 15.16% | 551,447 | $45.47M | Shares increased 2.61%; reported value increased 5.25%, and weight changed -1.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 14.76% | 571,631 | $45.92M | Shares increased 3.66%; reported value increased 0.98%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 15.40% | 578,087 | $47.26M | Shares increased 1.13%; reported value increased 2.93%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 13.44% | 604,614 | $50.13M | Shares increased 4.59%; reported value increased 6.07%, and weight changed -1.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 13.31% | 638,863 | $53.73M | Shares increased 5.66%; reported value increased 7.18%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 13.38% | 651,573 | $54.57M | Shares increased 1.99%; reported value increased 1.55%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 13.92% | 685,118 | $56.69M | Shares increased 5.15%; reported value increased 3.89%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 13.24% | 712,028 | $58.85M | Shares increased 3.93%; reported value increased 3.80%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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