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Cypress Financial Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Cypress Financial Planning’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 		$16.1M Sell
205,708
-278,620
-58% -$22.5M 4.31% 9
2026
Q2 		$40M Buy
484,328
+29,198
+6% +$2.41M 9.69% 2
2026
Q1 		$37.7M Buy
455,130
+13,296
+3% +$1.11M 10.39% 1
2025
Q4 		$37.1M Buy
441,834
+12,845
+3% +$1.08M 10.24% 1
2025
Q3 		$36.1M Buy
428,989
+15,217
+4% +$1.27M 11% 1
2025
Q2 		$34.3M Buy
413,772
+16,381
+4% +$1.33M 11.2% 1
2025
Q1 		$32.5M Sell
397,391
-1,824
-0.5% -$148K 11.6% 1
2024
Q4 		$32M Buy
399,215
+6,919
+2% +$565K 11.76% 2
2024
Q3 		$32.9M Buy
392,296
+11,635
+3% +$957K 12.15% 1
2024
Q2 		$30.4M Sell
380,661
-7,112
-2% -$565K 12.59% 2
2024
Q1 		$31.2M Buy
387,773
+94,818
+32% +$7.61M 14.28% 1
2023
Q4 		$23.6M Sell
292,955
-142,536
-33% -$11M 21.38% 1
2023
Q3 		$33.1M Buy
435,491
+9,812
+2% +$763K 18.91% 1
2023
Q2 		$33.5M Buy
425,679
+16,883
+4% +$1.34M 18.95% 1
2023
Q1 		$32.9M Buy
408,796
+23,983
+6% +$1.9M 20.04% 1
2022
Q4 		$30M Sell
384,813
-15,401
-4% -$1.18M 20.02% 1
2022
Q3 		$30.3M Buy
400,214
+30,379
+8% +$2.43M 21.5% 1
2022
Q2 		$29.6M Buy
+369,835
New +$30.2M 20.28% 1

Other funds holding VCIT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cypress Financial Planning's VCIT Position: Q3 2026 in Review

Cypress Financial Planning reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 58% in Q3 2026, selling an estimated $22.5M and leaving 205,708 shares worth $16.1M. The position accounts for 4.31% of the portfolio, ranked #9.

Cypress Financial Planning first reported a position in VCIT in Q2 2022 and has held it in 18 quarters since. The position peaked at $40M in Q2 2026. 259 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Cypress Financial Planning held 205,708 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $16.1M as of Q3 2026.
  • Cypress Financial Planning sold 278,620 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $22.5M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 4.31% of Cypress Financial Planning's portfolio in Q3 2026, its #9 holding.
  • Cypress Financial Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Cypress Financial Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $40M in Q2 2026.
  • 259 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.