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Cypress Wealth Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-65,441
Closed -$6.27M – 498
2020
Q3 		$6.27M Buy
+65,441
New +$6.29M 1.61% 11

Other funds holding VCIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
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
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Cypress Wealth Services's VCIT Position: Q2 2026 in Review

Cypress Wealth Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.7% in Q2 2026, buying an estimated $76.8K and bringing the position to 56,220 shares worth $4.65M. The position accounts for 0.57% of the portfolio, ranked #43.

Cypress Wealth Services first reported a position in VCIT in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.63M in Q3 2021. 304 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Cypress Wealth Services held 56,220 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.65M as of Q2 2026.
  • Cypress Wealth Services bought 929 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $76.8K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.57% of Cypress Wealth Services's portfolio in Q2 2026, its #43 holding.
  • Cypress Wealth Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.63M in Q3 2021.
  • 304 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.