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Carl P. Sherr & Co’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Carl P. Sherr & Co’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 		$3.07M Sell
37,094
-97
-0.3% -$8.02K 1.28% 21
2026
Q1 		$3.08M Buy
37,191
+18
+0% +$1.51K 1.45% 18
2025
Q4 		$3.12M Buy
37,173
+35
+0.1% +$2.94K 1.39% 19
2025
Q3 		$3.12M Buy
37,138
+635
+2% +$52.8K 1.48% 18
2025
Q2 		$3.03M Sell
36,503
-141
-0.4% -$11.5K 1.53% 18
2025
Q1 		$3M Buy
36,644
+10
+0% +$809 1.64% 17
2024
Q4 		$2.94M Buy
36,634
+2,464
+7% +$201K 1.54% 16
2024
Q3 		$2.86M Buy
34,170
+3,861
+13% +$317K 1.51% 15
2024
Q2 		$2.42M Buy
30,309
+10
+0% +$794 1.35% 16
2024
Q1 		$2.44M Buy
30,299
+1,835
+6% +$147K 1.38% 17
2023
Q4 		$2.31M Buy
28,464
+13,076
+85% +$1.01M 1.4% 18
2023
Q3 		$1.17M Buy
15,388
+456
+3% +$35.5K 0.79% 32
2023
Q2 		$1.18M Buy
+14,932
New +$1.19M 0.77% 35
2022
Q4 		– Sell
-4,401
Closed -$333K – 120
2022
Q3 		$333K Sell
4,401
-2,049
-32% -$164K 0.27% 79
2022
Q2 		$516K Buy
6,450
+38
+0.6% +$3.1K 0.39% 67
2022
Q1 		$552K Sell
6,412
-173
-3% -$15.4K 0.37% 69
2021
Q4 		$611K Sell
6,585
-595
-8% -$55.7K 0.37% 70
2021
Q3 		$678K Sell
7,180
-100
-1% -$9.55K 0.54% 50
2021
Q2 		$692K Sell
7,280
-1,546
-18% -$145K 0.48% 58
2021
Q1 		$821K Buy
8,826
+1
+0% +$95 0.62% 44
2020
Q4 		$857K Buy
8,825
+124
+1% +$11.9K 0.68% 40
2020
Q3 		$834K Buy
8,701
+1,522
+21% +$146K 0.76% 37
2020
Q2 		$683K Buy
7,179
+3
+0% +$276 0.68% 45
2020
Q1 		$625K Buy
7,176
+2
+0% +$182 0.74% 47
2019
Q4 		$655K Buy
+7,174
New +$654K 0.64% 58

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

Carl P. Sherr & Co's VCIT Position: Q2 2026 in Review

Carl P. Sherr & Co reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.26% in Q2 2026, selling an estimated $8.02K and leaving 37,094 shares worth $3.07M. The position accounts for 1.28% of the portfolio, ranked #21.

Carl P. Sherr & Co first reported a position in VCIT in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.12M in Q3 2025. 1,363 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Carl P. Sherr & Co held 37,094 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.07M as of Q2 2026.
  • Carl P. Sherr & Co sold 97 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $8.02K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.28% of Carl P. Sherr & Co's portfolio in Q2 2026, its #21 holding.
  • Carl P. Sherr & Co first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Carl P. Sherr & Co's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.12M in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.