CWRP
VCIT icon

Cassady Wealth & Retirement Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Cassady Wealth & Retirement Planning’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 		$2.29M Buy
27,761
+4,494
+19% +$371K 1.07% 36
2026
Q1 		$1.93M Buy
23,267
+9,570
+70% +$801K 1% 34
2025
Q4 		$1.15M Buy
+13,697
New +$1.15M 0.75% 41

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

Cassady Wealth & Retirement Planning's VCIT Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 19% in Q2 2026, buying an estimated $371K and bringing the position to 27,761 shares worth $2.29M. The position accounts for 1.07% of the portfolio, ranked #36.

Cassady Wealth & Retirement Planning first reported a position in VCIT in Q4 2025 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 27,761 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.29M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 4,494 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $371K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.07% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #36 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.