Bernard Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bernard Wealth Management’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	$79.9K	Sell	967 -37	-4%	-$3.06K	0.03%	114
2026 Q1	$83.1K	Hold	1,004	–	–	0.04%	105
2025 Q4	$84.1K	Hold	1,004	–	–	0.03%	106
2025 Q3	$84.4K	Buy	1,004 +37	+4%	+$3.08K	0.04%	105
2025 Q2	$80.2K	Hold	967	–	–	0.04%	101
2025 Q1	$79.1K	Hold	967	–	–	0.04%	98
2024 Q4	$77.6K	Buy	+967	New	+$78.9K	0.04%	99

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bernard Wealth Management's VCIT Position: Q2 2026 in Review

Bernard Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.7% in Q2 2026, selling an estimated $3.06K and leaving 967 shares worth $79.9K. The position accounts for 0.03% of the portfolio, ranked #114.

Bernard Wealth Management first reported a position in VCIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.4K in Q3 2025. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Bernard Wealth Management held 967 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $79.9K as of Q2 2026.
Bernard Wealth Management sold 37 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $3.06K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of Bernard Wealth Management's portfolio in Q2 2026, its #114 holding.
Bernard Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $84.4K in Q3 2025.
1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.