Capital Advisors Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 384,891 shares of VCIT stock, worth $32.5 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
384,891
Previous 375,744
2.43%
Holding current value
$32.5 Million
Previous $31.2 Million
3.91%
% of portfolio
4.75%
Previous 5.0%
Shares
18 transactions
Others Institutions Holding VCIT
# of Institutions
1,357Shares Held
516MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.63 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio