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COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$40K Buy
+484
New +$40K ﹤0.01% 727

Other funds holding VCIT

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VCIT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2026: 484 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

1,172 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 484 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $40K as of Q2 2026.
  • Vanguard Intermediate-Term Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #727 holding.
  • 1,172 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.