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Compass Ion Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Compass Ion Advisors’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 		$984K Buy
11,909
+1,234
+12% +$102K 0.08% 124
2026
Q1 		$883K Buy
10,675
+596
+6% +$49.9K 0.08% 125
2025
Q4 		$844K Sell
10,079
-438
-4% -$36.8K 0.08% 126
2025
Q3 		$885K Hold
10,517
– – 0.09% 122
2025
Q2 		$872K Hold
10,517
– – 0.09% 113
2025
Q1 		$860K Sell
10,517
-827
-7% -$66.9K 0.1% 115
2024
Q4 		$911K Hold
11,344
– – 0.11% 108
2024
Q3 		$950K Buy
11,344
+7,039
+164% +$579K 0.12% 105
2024
Q2 		$347K Hold
4,305
– – 0.05% 175
2024
Q1 		$347K Sell
4,305
-294
-6% -$23.6K 0.05% 175
2023
Q4 		$374K Sell
4,599
-563
-11% -$43.5K 0.06% 164
2023
Q3 		$392K Buy
+5,162
New +$402K 0.07% 155

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

Compass Ion Advisors's VCIT Position: Q2 2026 in Review

Compass Ion Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 11,909 shares worth $984K. The position accounts for 0.08% of the portfolio, ranked #124.

Compass Ion Advisors first reported a position in VCIT in Q3 2023 and has held it in 12 quarters since. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Compass Ion Advisors held 11,909 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $984K as of Q2 2026.
  • Compass Ion Advisors bought 1,234 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.08% of Compass Ion Advisors's portfolio in Q2 2026, its #124 holding.
  • Compass Ion Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.