Causey Wealth LLC’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Causey Wealth LLC’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	$18.8M	Buy	227,336 +22,393	+11%	+$1.85M	7.34%	1
2026 Q1	$17M	Buy	204,943 +37,082	+22%	+$3.1M	7.2%	1
2025 Q4	$14.1M	Buy	167,861 +19,677	+13%	+$1.65M	6.38%	2
2025 Q3	$12.5M	Buy	148,184 +9,648	+7%	+$803K	6.08%	2
2025 Q2	$11.5M	Buy	138,536 +12,690	+10%	+$1.03M	5.91%	2
2025 Q1	$10.3M	Buy	125,846 +45,038	+56%	+$3.64M	5.75%	2
2024 Q4	$6.49M	Buy	+80,808	New	+$6.6M	3.78%	8

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

Causey Wealth LLC's VCIT Position: Q2 2026 in Review

Causey Wealth LLC increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 11% in Q2 2026, buying an estimated $1.85M and bringing the position to 227,336 shares worth $18.8M. The position accounts for 7.34% of the portfolio, ranked #1.

Causey Wealth LLC first reported a position in VCIT in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Causey Wealth LLC held 227,336 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $18.8M as of Q2 2026.
Causey Wealth LLC bought 22,393 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.85M.
Vanguard Intermediate-Term Corporate Bond ETF made up 7.34% of Causey Wealth LLC's portfolio in Q2 2026, its #1 holding.
Causey Wealth LLC first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.