Compass Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Compass Advisory Group’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	$658K	Buy	7,958 +72	+0.9%	+$5.95K	0.16%	56
2026 Q1	$653K	Buy	7,886 +274	+4%	+$22.9K	0.17%	53
2025 Q4	$638K	Sell	7,612 -168	-2%	-$14.1K	0.17%	56
2025 Q3	$654K	Sell	7,780 -364	-4%	-$30.3K	0.18%	54
2025 Q2	$675K	Buy	8,144 +882	+12%	+$71.7K	0.21%	50
2025 Q1	$594K	Buy	+7,262	New	+$587K	0.21%	49
2023 Q1	–	Sell	-2,889	Closed	-$231K	–	66
2022 Q4	$231K	Sell	2,889 -71,710	-96%	-$5.51M	0.13%	62
2022 Q3	$5.65M	Sell	74,599 -5,558	-7%	-$445K	3.16%	13
2022 Q2	$6.41M	Buy	80,157 +3,300	+4%	+$269K	3.48%	12
2022 Q1	$6.61M	Buy	76,857 +2,004	+3%	+$178K	3.44%	11
2021 Q4	$6.94M	Buy	74,853 +19,645	+36%	+$1.84M	3.76%	12
2021 Q3	$5.21M	Buy	55,208 +3,320	+6%	+$317K	3.07%	12
2021 Q2	$4.93M	Sell	51,888 -29,723	-36%	-$2.8M	3.06%	12
2021 Q1	$7.59M	Buy	+81,611	New	+$7.75M	5.07%	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

Compass Advisory Group's VCIT Position: Q2 2026 in Review

Compass Advisory Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.91% in Q2 2026, buying an estimated $5.95K and bringing the position to 7,958 shares worth $658K. The position accounts for 0.16% of the portfolio, ranked #56.

Compass Advisory Group first reported a position in VCIT in Q1 2021 and has held it in 14 quarters since. The position peaked at $7.59M in Q1 2021. 1,352 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Compass Advisory Group held 7,958 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $658K as of Q2 2026.
Compass Advisory Group bought 72 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $5.95K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.16% of Compass Advisory Group's portfolio in Q2 2026, its #56 holding.
Compass Advisory Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and has held it in 14 quarters since.
Compass Advisory Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $7.59M in Q1 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Compass Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.