VCIT Vanguard Intermediate

Ownership history in WESCAP Management Group, Inc.  ·  24 quarters on record

This page tracks every 13F SEC filing in which WESCAP Management Group, Inc. reported a position in Vanguard Intermediate (VCIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.16% (2024 Q3)
Avg. % of fund
2.92%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 363,059 +6,608 +1.9% 6.16% $30.4M $83.12
2025 Q3 ADDED 356,451 +2,310 +0.7% 6.30% $30.0M $82.18
2025 Q2 ADDED 354,141 +10,111 +2.9% 6.68% $29.4M $80.05
2025 Q1 REDUCED 344,030 -10 -0.0% 6.86% $28.1M $78.01
2024 Q4 REDUCED 344,040 -92,593 -21.2% 6.70% $27.6M $76.02
2024 Q3 ADDED 436,633 +259,635 +146.7% 9.16% $36.6M $78.14
2024 Q2 ADDED 176,998 +11,462 +6.9% 4.01% $14.1M $73.76
2024 Q1 ADDED 165,536 +90,610 +120.9% 3.86% $13.3M $73.47
2023 Q4 ADDED 74,926 +72,386 +2849.8% 1.96% $6.1M $73.67
2023 Q2 UNCHANGED 2,540 0% 0.07% $201K $69.96
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCIT price (monthly, adj. close)
← Back to WESCAP Management Group, Inc. Holdings