Olde Wealth Management, LLC VCIT VANGUARD INT TERM CORP

Ownership history in Olde Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Olde Wealth Management, LLC reported VANGUARD INT TERM CORP (VCIT) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows VCIT at 0.30% 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 Olde Wealth Management, LLC's position in VANGUARD INT TERM CORP, 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
2026 Q1

VCIT was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How Olde Wealth Management, LLC 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,366 0% 0.30% $940 2026-05-12 $82.49
2025 Q4 UNCHANGED 11,366 0% 0.29% $951K 2026-02-12 $83.24
2025 Q3 ADDED 11,366 +1,830 +19.2% 0.29% $951K 2025-11-14 $81.62
2025 Q1 UNCHANGED 9,536 0% 0.27% $779K 2025-04-29 $77.75
2024 Q4 UNCHANGED 9,536 0% 0.27% $765K 2025-02-11 $76.00
2024 Q3 INITIATED 9,536 0.29% $798K 2024-11-04 $75.66

FAQ About Olde Wealth Management, LLC and VCIT

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

How long has Olde Wealth Management, LLC reported owning VCIT?

Olde Wealth Management, LLC reported VCIT across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VCIT position in Olde Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VCIT was 0.30% in 2026 Q1.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2026 Q1, when Olde Wealth Management, LLC reported 11,366 shares, equal to 0.30% of portfolio, with an estimated market value of $940.

What does the chart on this VCIT ownership page compare?

The chart compares Olde Wealth Management, LLC'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.

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