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Erickson Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Erickson Financial Group’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
Q1 		$8.15M Buy
98,538
+5,084
+5% +$425K 5.11% 6
2025
Q4 		$7.83M Buy
93,454
+6,582
+8% +$553K 4.81% 6
2025
Q3 		$7.31M Buy
86,872
+839
+1% +$69.8K 4.59% 7
2025
Q2 		$7.13M Buy
86,033
+1,867
+2% +$152K 4.82% 6
2025
Q1 		$6.88M Buy
84,166
+1,103
+1% +$89.2K 5.14% 7
2024
Q4 		$6.67M Buy
83,063
+1,198
+1% +$97.8K 4.75% 7
2024
Q3 		$6.86M Buy
81,865
+3,143
+4% +$258K 4.91% 7
2024
Q2 		$6.29M Buy
78,722
+735
+0.9% +$58.4K 4.8% 8
2024
Q1 		$6.28M Buy
77,987
+283
+0.4% +$22.7K 4.92% 8
2023
Q4 		$6.32M Sell
77,704
-3,888
-5% -$300K 5.25% 8
2023
Q3 		$6.2M Buy
81,592
+475
+0.6% +$37K 5.8% 8
2023
Q2 		$6.41M Buy
81,117
+6,652
+9% +$529K 5.82% 8
2023
Q1 		$5.97M Buy
74,465
+396
+0.5% +$31.4K 5.93% 7
2022
Q4 		$5.74M Sell
74,069
-698
-0.9% -$53.7K 6.21% 7
2022
Q3 		$5.66M Sell
74,767
-63
-0.1% -$5.05K 6.29% 5
2022
Q2 		$5.99M Buy
74,830
+72
+0.1% +$5.88K 6.42% 5
2022
Q1 		$6.43M Sell
74,758
-2,868
-4% -$255K 5.79% 5
2021
Q4 		$7.2M Buy
+77,626
New +$7.26M 6.2% 4

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Erickson Financial Group's VCIT Position: Q1 2026 in Review

Erickson Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 5.4% in Q1 2026, buying an estimated $425K and bringing the position to 98,538 shares worth $8.15M. The position accounts for 5.11% of the portfolio, ranked #6.

Erickson Financial Group first reported a position in VCIT in Q4 2021 and has held it in 18 quarters since. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Erickson Financial Group held 98,538 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $8.15M as of Q1 2026.
  • Erickson Financial Group bought 5,084 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $425K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 5.11% of Erickson Financial Group's portfolio in Q1 2026, its #6 holding.
  • Erickson Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.