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Estate Planners Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Estate Planners 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 		– Sell
-45
Closed -$3.77K – 394
2025
Q4 		$3.77K Buy
+45
New +$3.78K ﹤0.01% 361

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Estate Planners Group's VCIT Position: Q1 2026 in Review

Estate Planners Group sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2026, closing a stake of 45 shares — an estimated $3.77K sold.

Estate Planners Group first reported a position in VCIT in Q4 2025 and held it in 1 quarter. The position peaked at $3.77K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Estate Planners Group reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 45 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $3.77K.
  • Estate Planners Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.77K in Q4 2025.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.