Form 13-F position report

VANGUARD INTERMEDIATE-TERM COR

Reported by Robertson Stephens Wealth Management LLC

VCIT CUSIP 92206C870 Manager CIK 0001767307

First reported at 84,606 shares this quarter.

New
% of reported 13F value 0.64% This manager · Q4 2022
Shares 84,606 Quarter-end amount reported
Reported value $6,557,811 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 6557811
2023-03-31 457042
2023-06-30 392937
2023-09-30 1214246
2023-12-31 1720067
2024-03-31 1274136
2024-06-30 503269
2024-09-30 52467943
2024-12-31 66901850
2025-03-31 69389801
2025-06-30 73271265
2025-09-30 82865055
2025-12-31 88368660
2026-03-31 91021972
2026-06-30 98987215
2026-09-30 97011122

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarterly reported position history for VANGUARD INTERMEDIATE-TERM COR held by Robertson Stephens Wealth Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 1,238,809 +41,142 (3.4%) 2.34% $97,011,122 2026-10-16
Q2 2026 Added 1,197,667 +97,704 (8.9%) 2.44% $98,987,215 2026-07-29
Q1 2026 Added 1,099,963 +44,815 (4.2%) 2.55% $91,021,972 2026-04-28
Q4 2025 Added 1,055,148 +69,950 (7.1%) 2.3% $88,368,660 2026-02-02
Q3 2025 Added 985,198 +101,560 (11.5%) 2.5% $82,865,055 2025-11-12
Q2 2025 Added 883,638 +34,937 (4.1%) 2.33% $73,271,265 2025-07-24
Q1 2025 Added 848,701 +15,241 (1.8%) 2.39% $69,389,801 2025-04-17
Q4 2024 Added 833,460 +206,977 (33.0%) 2.37% $66,901,850 2025-01-27
Q3 2024 Added 626,483 +620,187 (9850.5%) 1.9% $52,467,943 2024-11-12
Q2 2024 Reduced 6,296 -9,530 (-60.2%) 0.03% $503,269 2024-08-13
Q1 2024 Reduced 15,826 -5,336 (-25.2%) 0.07% $1,274,136 2024-05-15
Q4 2023 Added 21,162 +5,181 (32.4%) 0.1% $1,720,067 2024-02-06
Q3 2023 Added 15,981 +11,009 (221.4%) 0.08% $1,214,246 2023-11-13
Q2 2023 Reduced 4,972 -725 (-12.7%) 0.03% $392,937 2023-08-11
Q1 2023 Reduced 5,697 -78,909 (-93.3%) 0.04% $457,042 2023-05-11
Q4 2022 New 84,606 +84,606 (0.0%) 0.64% $6,557,811 2023-02-14
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

994 managers reported VANGUARD INTERMEDIATE-TERM COR for Q4 2022.

Managers reporting VANGUARD INTERMEDIATE-TERM COR in Q4 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Reduced 82,421,071 -6,330,718 0.73% $6,388,457,192 39 qtrs
Fisher Asset Management LLC Added 56,111,982 +10,681,374 2.94% $4,349,240,000 39 qtrs
Charles Schwab Investment Advisory Inc Added 25,013,308 +295,370 3.27% $1,938,781,473 28 qtrs
Creative Planning Added 24,365,799 +730,294 2.84% $1,888,593,044 39 qtrs
Meiji Yasuda Life Insurance Co Unchanged 17,339,000 0 28.89% $1,343,946,000 11 qtrs
JPMorgan Chase & Co Added 16,820,932 +4,493,698 0.17% $1,303,791,000 39 qtrs
AMERIPRISE FINANCIAL INC Added 15,862,087 +176,130 0.42% $1,229,482,000 39 qtrs
Arete Wealth Advisors LLC Added 15,615 +2,793 0.11% $1,210,339,300 17 qtrs
MANUFACTURERS LIFE INSURANCE COMPANY THE Added 13,589,377 +375,660 0.66% $1,053,312,611 39 qtrs
Japan Science & Technology Agency New 12,208,000 +12,208,000 14.2% $946,242,080 1 qtr
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2022
Filed
February 14, 2023
Filing type
13F-HR
Position type
INT-TERM CORP

Voting authority reported

Sole
0
Shared
0
None
84,606

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.