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Disclosery

Concord Wealth Partners: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on VCIT, newest first. How the timeline and the estimate are built.

Concord Wealth Partners held 13,436 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,436 shares
    Change vs previous 13F +1,091 shares

    0.13% of the 13F portfolio, value $1,110,521.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,345 shares
    Change vs previous 13F -210 shares

    0.13% of the 13F portfolio, value $1,021,541.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,555 shares
    Change vs previous 13F -106 shares

    0.14% of the 13F portfolio, value $1,051,512.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,661 shares
    Change vs previous 13F -10,491 shares

    0.15% of the 13F portfolio, value $1,064,885.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,661 shares
    • Concord Asset Management, LLC/VA: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,152 shares
    Change vs previous 13F +11,547 shares

    0.14% of the 13F portfolio, value $1,919,714.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 11,576 shares
    • Concord Asset Management, LLC/VA: 11,576 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,605 shares
    Change vs previous 13F +1,765 shares

    0.16% of the 13F portfolio, value $948,838.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,840 shares
    Change vs previous 13F +426 shares

    0.13% of the 13F portfolio, value $789,856.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,414 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $788,406.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).