Cypress Wealth Services
VCIT icon

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

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bernicke Wealth Management
Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

Cypress Wealth Services's VCIT Position: Q3 2026 in Review

Cypress Wealth Services reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.23% in Q3 2026, selling an estimated $10.6K and leaving 56,089 shares worth $4.39M. The position accounts for 0.52% of the portfolio, ranked #45.

Cypress Wealth Services first reported a position in VCIT in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.63M in Q3 2021. 828 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Cypress Wealth Services held 56,089 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.39M as of Q3 2026.
  • Cypress Wealth Services sold 131 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $10.6K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.52% of Cypress Wealth Services's portfolio in Q3 2026, its #45 holding.
  • Cypress Wealth Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Cypress Wealth Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.63M in Q3 2021.
  • 828 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.