Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MX ˙ BMV
SecurityMX:VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
InstitutionCapital Advisors Wealth Management, LLC
Latest Disclosed Ownership423,173 shares
Latest Disclosed Value $ 35,017,534
Capital Advisors Wealth Management, LLC reports 8.69% increase in ownership of VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF

On April 8, 2026 - Capital Advisors Wealth Management, LLC filed a 13F-HR form disclosing ownership of 423,173 shares of Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (MX:VCIT) valued at $35,017,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 389,335 shares of Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF. This represents a change in shares of 8.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 423,173 33,838 8.69 35,018 7.39 4.7009
2026-01-21 2025-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 389,335 4,444 1.15 32,607 0.72 4.4416
2025-10-16 2025-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 384,891 9,147 2.43 32,373 3.91 4.6204
2025-08-13 2025-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 375,744 -1,909 -0.51 31,157 0.91 4.8961
2025-04-25 2025-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 377,653 13,153 3.61 30,877 5.53 5.4550
2025-01-15 2024-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 364,500 12,396 3.52 29,258 -0.78 5.2092
2024-10-15 2024-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 352,104 17,548 5.25 29,489 10.27 5.4328
2024-07-16 2024-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 334,556 15,077 4.72 26,741 3.97 5.2864
2024-04-12 2024-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 319,479 -6,749 -2.07 25,721 -2.99 5.3356
2024-01-09 2023-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 326,228 25,010 8.30 26,516 15.86 6.0423
2023-10-11 2023-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 301,218 2,834 0.95 22,887 -2.95 5.9763
2023-07-12 2023-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 298,384 32,763 12.33 23,581 10.67 6.0331
2023-04-14 2023-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 265,621 88,621 50.07 21,308 55.32 5.8965
2023-02-10 2022-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 177,000 74,617 72.88 13,719 77.07 4.1581
2022-11-14 2022-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 102,383 102,383 7,748 2.5706
2022-05-06 2022-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 0 -24,392 -100.00 0 -100.00
2022-02-04 2021-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 24,392 333 1.38 2,263 -0.35 0.6875
2021-11-12 2021-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 24,059 320 1.35 2,271 0.62 0.8050
2021-08-13 2021-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 23,739 -2,013 -7.82 2,257 -5.80 0.8362
2021-04-20 2021-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 25,752 25,752 2,396 1.0342
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.