Falcon Wealth Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Falcon Wealth 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	$455K	Sell	5,500 -2,936	-35%	-$243K	0.03%	151
2026 Q1	$698K	Sell	8,436 -255	-3%	-$21.3K	0.05%	111
2025 Q4	$728K	Buy	8,691 +119	+1%	+$10K	0.06%	95
2025 Q3	$721K	Buy	8,572 +885	+12%	+$73.6K	0.06%	92
2025 Q2	$637K	Buy	7,687 +83	+1%	+$6.74K	0.06%	90
2025 Q1	$622K	Buy	7,604 +53	+0.7%	+$4.29K	0.07%	86
2024 Q4	$606K	Buy	+7,551	New	+$616K	0.07%	85
2022 Q4	–	Sell	-6,024	Closed	-$456K	–	102
2022 Q3	$456K	Buy	+6,024	New	+$483K	0.15%	45

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Falcon Wealth Planning's VCIT Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 35% in Q2 2026, selling an estimated $243K and leaving 5,500 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #151.

Falcon Wealth Planning first reported a position in VCIT in Q3 2022 and has held it in 8 quarters since. The position peaked at $728K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Falcon Wealth Planning held 5,500 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $455K as of Q2 2026.
Falcon Wealth Planning sold 2,936 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $243K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #151 holding.
Falcon Wealth Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
Falcon Wealth Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $728K in Q4 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.