BFG
VCIT icon

Berger Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Berger Financial Group’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 		$268K Buy
3,239
+29
+0.9% +$2.4K 0.01% 398
2026
Q1 		$266K Buy
3,210
+13
+0.4% +$1.09K 0.01% 394
2025
Q4 		$268K Buy
3,197
+380
+13% +$31.9K 0.02% 399
2025
Q3 		$237K Hold
2,817
– – 0.01% 397
2025
Q2 		$234K Sell
2,817
-19
-0.7% -$1.54K 0.02% 380
2025
Q1 		$232K Buy
2,836
+133
+5% +$10.8K 0.02% 380
2024
Q4 		$217K Sell
2,703
-915
-25% -$74.7K 0.02% 387
2024
Q3 		$303K Buy
3,618
+10
+0.3% +$822 0.02% 302
2024
Q2 		$288K Sell
3,608
-1,951
-35% -$155K 0.02% 293
2024
Q1 		$448K Buy
5,559
+1,019
+22% +$81.8K 0.04% 217
2023
Q4 		$369K Buy
4,540
+1,584
+54% +$122K 0.04% 198
2023
Q3 		$225K Sell
2,956
-734
-20% -$57.1K 0.03% 255
2023
Q2 		$292K Buy
3,690
+255
+7% +$20.3K 0.03% 215
2023
Q1 		$276K Buy
3,435
+304
+10% +$24.1K 0.03% 216
2022
Q4 		$243K Sell
3,131
-1,446
-32% -$111K 0.03% 229
2022
Q3 		$346K Buy
4,577
+6
+0.1% +$481 0.05% 169
2022
Q2 		$366K Buy
4,571
+6
+0.1% +$490 0.05% 161
2022
Q1 		$393K Buy
4,565
+151
+3% +$13.4K 0.05% 171
2021
Q4 		$409K Buy
4,414
+806
+22% +$75.4K 0.05% 174
2021
Q3 		$341K Buy
3,608
+5
+0.1% +$477 0.06% 147
2021
Q2 		$343K Buy
3,603
+29
+0.8% +$2.73K 0.06% 145
2021
Q1 		$332K Buy
3,574
+108
+3% +$10.3K 0.07% 142
2020
Q4 		$337K Buy
+3,466
New +$334K 0.06% 150

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Berger Financial Group's VCIT Position: Q2 2026 in Review

Berger Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.9% in Q2 2026, buying an estimated $2.4K and bringing the position to 3,239 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #398.

Berger Financial Group first reported a position in VCIT in Q4 2020 and has held it in 23 quarters since. The position peaked at $448K in Q1 2024. 974 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Berger Financial Group held 3,239 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $268K as of Q2 2026.
  • Berger Financial Group bought 29 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $2.4K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #398 holding.
  • Berger Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $448K in Q1 2024.
  • 974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.