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Compass Financial Group (South Dakota)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Compass Financial Group (South Dakota)’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 		$251K Sell
3,033
-911
-23% -$75.3K 0.03% 103
2026
Q1 		$326K Sell
3,944
-549
-12% -$45.9K 0.05% 78
2025
Q4 		$376K Sell
4,493
-911
-17% -$76.6K 0.05% 66
2025
Q3 		$455K Sell
5,404
-1,177
-18% -$97.9K 0.07% 58
2025
Q2 		$546K Sell
6,581
-404
-6% -$32.8K 0.09% 53
2025
Q1 		$571K Sell
6,985
-725
-9% -$58.7K 0.11% 50
2024
Q4 		$619K Sell
7,710
-102
-1% -$8.33K 0.12% 47
2024
Q3 		$654K Sell
7,812
-331
-4% -$27.2K 0.13% 47
2024
Q2 		$651K Sell
8,143
-1,232
-13% -$97.8K 0.14% 45
2024
Q1 		$755K Sell
9,375
-1,594
-15% -$128K 0.18% 39
2023
Q4 		$892K Sell
10,969
-169
-2% -$13.1K 0.24% 33
2023
Q3 		$846K Buy
11,138
+509
+5% +$39.6K 0.25% 31
2023
Q2 		$840K Sell
10,629
-265
-2% -$21.1K 0.25% 31
2023
Q1 		$874K Buy
10,894
+287
+3% +$22.7K 0.29% 27
2022
Q4 		$822K Buy
+10,607
New +$816K 0.3% 28

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Compass Financial Group (South Dakota)'s VCIT Position: Q2 2026 in Review

Compass Financial Group (South Dakota) reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 23% in Q2 2026, selling an estimated $75.3K and leaving 3,033 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #103.

Compass Financial Group (South Dakota) first reported a position in VCIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q4 2023. 913 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Compass Financial Group (South Dakota) held 3,033 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $251K as of Q2 2026.
  • Compass Financial Group (South Dakota) sold 911 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $75.3K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #103 holding.
  • Compass Financial Group (South Dakota) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Compass Financial Group (South Dakota)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $892K in Q4 2023.
  • 913 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.