Form 13-F position report

VANGUARD INTERMEDIATE-TERM COR

Reported by Robertson Stephens Wealth Management LLC

VCIT CUSIP 92206C870 Manager CIK 0001767307

Reported 833,460 shares, up 206,977 (33.0%) from the prior quarter.

Reported value 27.5%; share count 33.0% vs. the prior quarter.

Added
% of reported 13F value 2.37% This manager · Q4 2024
Shares 833,460 Quarter-end amount reported
Reported value $66,901,850 Fair value at quarter end
Consecutive quarters held 9 Through Q4 2024

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

1268 managers reported VANGUARD INTERMEDIATE-TERM COR for Q4 2024.

Managers reporting VANGUARD INTERMEDIATE-TERM COR in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Fisher Asset Management LLC Added 92,783,951 +4,289,340 2.96% $7,447,767,793 47 qtrs
Bank of America Corporation Added 63,704,527 +2,752,661 0.43% $5,113,562,355 47 qtrs
JPMorgan Chase & Co Added 50,189,734 +2,992,971 0.3% $4,028,730,042 47 qtrs
Creative Planning Added 24,612,975 +545,168 1.92% $1,975,683,517 47 qtrs
PRUDENTIAL PLC Reduced 19,817,056 -882,790 8.0% $1,590,715,085 15 qtrs
MORGAN STANLEY Added 15,654,091 +501,670 0.09% $1,256,554,018 47 qtrs
ROYAL BANK OF CANADA Added 11,856,196 +472,145 0.19% $951,697,000 47 qtrs
The Goldman Sachs Group Inc Added 11,678,626 +144,811 0.15% $937,443,314 47 qtrs
LPL Financial LLC Added 11,292,264 +553,333 0.37% $906,430,007 47 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 10,405,350 +64,467 0.27% $835,237,433 47 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
January 27, 2025
Filing type
13F-HR
Position type
INT-TERM CORP

Voting authority reported

Sole
0
Shared
0
None
833,460

“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.