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Ballast Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Ballast Financial Advisors’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
13,780
+1,468
+12% +$121K 1.03% 21
2026
Q1 		$1.02M Buy
12,312
+996
+9% +$83.3K 1.04% 23
2025
Q4 		$948K Buy
+11,316
New +$951K 0.98% 25

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ballast Financial Advisors's VCIT Position: Q2 2026 in Review

Ballast Financial Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 12% in Q2 2026, buying an estimated $121K and bringing the position to 13,780 shares worth $1.14M. The position accounts for 1.03% of the portfolio, ranked #21.

Ballast Financial Advisors first reported a position in VCIT in Q4 2025 and has held it in 3 quarters since. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Ballast Financial Advisors held 13,780 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.14M as of Q2 2026.
  • Ballast Financial Advisors bought 1,468 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.03% of Ballast Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Ballast Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.