Concord Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Concord Wealth Partners’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	$1.11M	Buy	13,436 +1,091	+9%	+$90.2K	0.13%	123
2026 Q1	$1.02M	Sell	12,345 -210	-2%	-$17.6K	0.13%	128
2025 Q4	$1.05M	Sell	12,555 -106	-0.8%	-$8.91K	0.14%	129
2025 Q3	$1.06M	Buy	12,661 +1,085	+9%	+$90.3K	0.15%	128
2025 Q2	$960K	Sell	11,576 -29	-0.2%	-$2.36K	0.14%	131
2025 Q1	$949K	Buy	11,605 +1,765	+18%	+$143K	0.16%	118
2024 Q4	$790K	Buy	9,840 +426	+5%	+$34.8K	0.13%	115
2024 Q3	$788K	Buy	9,414 +1,235	+15%	+$102K	0.13%	110
2024 Q2	$654K	Sell	8,179 -282	-3%	-$22.4K	0.12%	123
2024 Q1	$681K	Buy	8,461 +37	+0.4%	+$2.97K	0.12%	121
2023 Q4	$685K	Sell	8,424 -316	-4%	-$24.4K	0.14%	112
2023 Q3	$664K	Sell	8,740 -661	-7%	-$51.4K	0.14%	101
2023 Q2	$743K	Sell	9,401 -1,660	-15%	-$132K	0.16%	84
2023 Q1	$887K	Sell	11,061 -4,472	-29%	-$354K	0.25%	52
2022 Q4	$1.2M	Sell	15,533 -10,263	-40%	-$789K	0.36%	41
2022 Q3	$1.95M	Sell	25,796 -8,352	-24%	-$669K	0.62%	30
2022 Q2	$2.73M	Sell	34,148 -5,171	-13%	-$422K	0.75%	23
2022 Q1	$3.38M	Sell	39,319 -148,301	-79%	-$13.2M	0.88%	20
2021 Q4	$17.4M	Buy	187,620 +35,716	+24%	+$3.34M	4.26%	5
2021 Q3	$14.3M	Sell	151,904 -43,416	-22%	-$4.14M	5.87%	6
2021 Q2	$18.6M	Buy	195,320 +50,586	+35%	+$4.76M	5.32%	5
2021 Q1	$13.5M	Buy	144,734 +143,346	+10,328%	+$13.6M	4.54%	7
2020 Q4	$135K	Buy	+1,388	New	+$134K	0.1%	109

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

Concord Wealth Partners's VCIT Position: Q2 2026 in Review

Concord Wealth Partners increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8.8% in Q2 2026, buying an estimated $90.2K and bringing the position to 13,436 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #123.

Concord Wealth Partners first reported a position in VCIT in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.6M in Q2 2021. 1,359 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Concord Wealth Partners held 13,436 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.11M as of Q2 2026.
Concord Wealth Partners bought 1,091 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $90.2K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.13% of Concord Wealth Partners's portfolio in Q2 2026, its #123 holding.
Concord Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Concord Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $18.6M in Q2 2021.
1,359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.