Novak & Powell Financial Services, Inc. VCIT — VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

Ownership history in Novak & Powell Financial Services, Inc.  ·  9 quarters on record

AI Ownership Summary

Novak & Powell Financial Services, Inc. reported VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF (VCIT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.0% in 2024 Q4. The latest visible filing shows VCIT at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Novak & Powell Financial Services, Inc.'s position in VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VCIT was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VCIT stock page Novak & Powell Financial Services, Inc. fund profile Novak & Powell Financial Services, Inc. full holdings
How Novak & Powell Financial Services, Inc. held VCIT — position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 19,528 +849 +4.5% 0.85% $1.6M 2026-02-14 (Est.) $83.84
2025 Q3 ADDED — — — 18,679 +7,891 +73.1% 0.83% $1.6M 2025-11-14 $81.94
2025 Q2 REDUCED 41.2% +2.7% ❌ 10,788 -7,550 -41.2% 0.62% $895K 2025-08-11 $80.38
2025 Q1 REDUCED 12.0% +2.6% ❌ 18,338 -2,505 -12.0% 0.93% $1.5M 2025-05-15 $77.66
2024 Q4 ADDED — — — 20,843 +8,816 +73.3% 1.00% $1.7M 2025-02-18 $76.43
2024 Q3 REDUCED 38.0% -2.5% ✅ 12,027 -7,375 -38.0% 0.58% $1.0M 2024-11-14 $75.65
2024 Q2 ADDED — — — 19,402 +8,160 +72.6% 0.96% $1.6M 2024-08-15 $76.17
2024 Q1 REDUCED 37.7% -0.1% ✅ 11,242 -6,804 -37.7% 0.68% $905K 2024-05-15 $73.19
2023 Q4 INITIATED — — — 18,046 — — 0.98% $1.5M 2024-02-21 $72.18

🏢 Other funds also holding VCIT

As of 2026 Q1 — sorted by position size

BUFFALO BUSINESS & ESTATE SERVICES LTD 19.56% Davidson Capital Management Inc. 3Y 19.37% Twin Cities Retirement Group LLC 16.54% Bishop & Co Investment Management, LLC 3Y 7Y 14.72% SpringVest Wealth Management LLC 14.36% Benchmark Financial, LLC 13.09% Capital Advantage, Inc. 3Y 7Y 10.53% Foundation Wealth Management, LLC\PA 10.46% Newton One Investments LLC 3Y 10.44% CYPRESS FINANCIAL PLANNING LLC 3Y 10.39%

FAQ About Novak & Powell Financial Services, Inc. and VCIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Novak & Powell Financial Services, Inc. reported owning VCIT?

Novak & Powell Financial Services, Inc. reported VCIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VCIT position in Novak & Powell Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for VCIT was 1.00% in 2024 Q4.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2025 Q4, when Novak & Powell Financial Services, Inc. reported 19,528 shares, equal to 0.85% of portfolio, with an estimated market value of $1.6M.

What does the chart on this VCIT ownership page compare?

The chart compares Novak & Powell Financial Services, Inc.'s quarterly VCIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Novak & Powell Financial Services, Inc. time their VCIT position?

Based on 13F filing dates vs. subsequent VCIT price moves, Novak & Powell Financial Services, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on VCIT relative to SPY over the holding period was -9.2%.

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