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Forum Finance Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Forum Finance 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
Q2 		$798K Buy
11,941
+7,130
+148% +$589K 0.29% 84
2026
Q1 		$318K Buy
+4,811
New +$403K 0.17% 103

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forum Finance Group's VCIT Position: Q2 2026 in Review

Forum Finance Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 148% in Q2 2026, buying an estimated $589K and bringing the position to 11,941 shares worth $798K. The position accounts for 0.29% of the portfolio, ranked #84.

Forum Finance Group first reported a position in VCIT in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Forum Finance Group held 11,941 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $798K as of Q2 2026.
  • Forum Finance Group bought 7,130 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $589K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.29% of Forum Finance Group's portfolio in Q2 2026, its #84 holding.
  • Forum Finance Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.