Cascade Financial Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Cascade Financial Partners’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	$1.63M	Sell	19,725 -4,781	-20%	-$395K	0.14%	96
2026 Q1	$2.03M	Sell	24,506 -5,815	-19%	-$487K	0.21%	81
2025 Q4	$2.54M	Sell	30,321 -3,651	-11%	-$307K	0.26%	69
2025 Q3	$2.86M	Sell	33,972 -731	-2%	-$60.8K	0.33%	63
2025 Q2	$2.88M	Sell	34,703 -8,113	-19%	-$659K	0.35%	59
2025 Q1	$3.5M	Sell	42,816 -6,134	-13%	-$496K	0.44%	48
2024 Q4	$3.93M	Buy	48,950 +572	+1%	+$46.7K	0.51%	38
2024 Q3	$3.96M	Sell	48,378 -2,902	-6%	-$239K	0.5%	35
2024 Q2	$4.1M	Sell	51,280 -5,150	-9%	-$409K	0.54%	34
2024 Q1	$4.45M	Buy	+56,430	New	+$4.53M	0.64%	29

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

Cascade Financial Partners's VCIT Position: Q2 2026 in Review

Cascade Financial Partners reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 20% in Q2 2026, selling an estimated $395K and leaving 19,725 shares worth $1.63M. The position accounts for 0.14% of the portfolio, ranked #96.

Cascade Financial Partners first reported a position in VCIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.45M in Q1 2024. 1,364 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Cascade Financial Partners held 19,725 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.63M as of Q2 2026.
Cascade Financial Partners sold 4,781 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $395K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.14% of Cascade Financial Partners's portfolio in Q2 2026, its #96 holding.
Cascade Financial Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $4.45M in Q1 2024.
1,364 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

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