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Beacon Investment Advisory Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Beacon Investment Advisory Services’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 		$3.06K Sell
37
-67
-64% -$5.54K ﹤0.01% 726
2026
Q1 		$8.61K Buy
+104
New +$8.7K ﹤0.01% 655

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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

Beacon Investment Advisory Services's VCIT Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 64% in Q2 2026, selling an estimated $5.54K and leaving 37 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Beacon Investment Advisory Services first reported a position in VCIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.61K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Beacon Investment Advisory Services held 37 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.06K as of Q2 2026.
  • Beacon Investment Advisory Services sold 67 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $5.54K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #726 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $8.61K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.