先鋒斯科茨代爾基金 - 先鋒中期公司債 ETF
MX ˙ BMV
SecurityMX:VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership162,580 shares
Latest Disclosed Value $ 13,453,515
EP Wealth Advisors, Inc. reports 205.54% increase in ownership of VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 162,580 shares of Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (MX:VCIT) valued at $13,453,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 53,210 shares of Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF. This represents a change in shares of 205.54% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 162,580 109,370 205.54 13,454 201.91 0.0661
2026-02-18 2025-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 53,210 34,484 184.15 4,456 187.11 0.0232
2025-08-14 2025-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 18,726 4,512 31.74 1,553 33.56 0.0102
2025-05-15 2025-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 14,214 -6,178 -30.30 1,162 -28.97 0.0093
2025-02-14 2024-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 20,392 785 4.00 1,637 -0.37 0.0134
2024-11-15 2024-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 19,607 2,534 14.84 1,642 20.38 0.0141
2024-08-19 2024-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 17,073 -4,903 -22.31 1,365 -22.89 0.0145
2024-05-14 2024-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 21,976 -919 -4.01 1,769 -4.89 0.0207
2024-02-28 2023-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 22,895 19,288 534.74 1,861 578.83 0.0237
2023-11-24 2023-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3,607 2,317 179.61 274 -39.51 0.0043
2023-08-14 2023-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,290 -80,856 -98.43 454 -96.53 0.0065
2023-06-05 2023-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 82,146 43,975 115.21 13,041 340.87 0.2243
2023-06-12 2022-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 38,171 -6,570 -14.68 2,959 -12.64 0.0533
2022-12-02 2022-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 44,741 10,388 30.24 3,386 23.17 0.0768
2022-08-11 2022-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 34,353 147 0.43 2,749 -6.59 0.0619
2022-05-20 2022-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 34,206 -1,233 -3.48 2,943 -10.47 0.0646
2022-02-17 2021-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 35,439 35,439 3,287 0.0777
2021-11-23 2021-09-30 13F/A-1 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 0 -34,181 -100.00 0 -100.00
2021-11-16 2021-09-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 0 -34,181 0
2021-08-24 2021-06-30 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 34,181 17,790 108.54 3,250 113.11 0.0901
2021-05-17 2021-03-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 16,391 3,954 31.79 1,525 26.24 0.0485
2021-02-18 2020-12-31 13F VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 12,437 12,437 1,208 0.0425
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.