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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
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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Cypress Financial Planning's VCIT Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 6.4% in Q2 2026, buying an estimated $2.41M and bringing the position to 484,328 shares worth $40M. The position accounts for 9.69% of the portfolio, ranked #2.

Cypress Financial Planning first reported a position in VCIT in Q2 2022 and has held it in 17 quarters since. 223 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Cypress Financial Planning held 484,328 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $40M as of Q2 2026.
  • Cypress Financial Planning bought 29,198 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $2.41M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 9.69% of Cypress Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Cypress Financial Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.