Cyndeo Wealth Partners
VCIT icon

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

Cyndeo 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
Q3 		$271K Sell
3,465
-346
-9% -$28K 0.01% 470
2026
Q2 		$315K Buy
+3,811
New +$315K 0.01% 430

Other funds holding VCIT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Cyndeo Wealth Partners's VCIT Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 9.1% in Q3 2026, selling an estimated $28K and leaving 3,465 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #470.

Cyndeo Wealth Partners first reported a position in VCIT in Q2 2026 and has held it in 2 quarters since. The position peaked at $315K in Q2 2026. 317 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Cyndeo Wealth Partners held 3,465 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $271K as of Q3 2026.
  • Cyndeo Wealth Partners sold 346 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $28K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #470 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Cyndeo Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $315K in Q2 2026.
  • 317 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.