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HB Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

HB Wealth Management’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 		$2.54M Buy
30,777
+21,801
+243% +$1.8M 0.01% 414
2026
Q1 		$743K Buy
8,976
+1,608
+22% +$135K ﹤0.01% 793
2025
Q4 		$617K Buy
7,368
+76
+1% +$6.39K ﹤0.01% 814
2025
Q3 		$613K Buy
7,292
+1,512
+26% +$126K ﹤0.01% 776
2025
Q2 		$479K Buy
+5,780
New +$470K ﹤0.01% 758
2025
Q1 		– Sell
-2,866
Closed -$230K – 1285
2024
Q4 		$230K Sell
2,866
-315
-10% -$25.7K ﹤0.01% 919
2024
Q3 		$266K Buy
3,181
+287
+10% +$23.6K ﹤0.01% 794
2024
Q2 		$231K Sell
2,894
-118
-4% -$9.37K ﹤0.01% 801
2024
Q1 		$242K Sell
3,012
-54
-2% -$4.33K ﹤0.01% 729
2023
Q4 		$249K Buy
3,066
+262
+9% +$20.2K ﹤0.01% 673
2023
Q3 		$213K Buy
2,804
+131
+5% +$10.2K ﹤0.01% 691
2023
Q2 		$211K Buy
2,673
+18
+0.7% +$1.43K ﹤0.01% 663
2023
Q1 		$213K Sell
2,655
-642
-19% -$50.9K ﹤0.01% 656
2022
Q4 		$256K Buy
3,297
+197
+6% +$15.1K ﹤0.01% 563
2022
Q3 		$235K Sell
3,100
-193
-6% -$15.5K 0.01% 500
2022
Q2 		$264K Sell
3,293
-10,939
-77% -$893K 0.01% 469
2022
Q1 		$1.23M Buy
14,232
+10,683
+301% +$948K 0.02% 244
2021
Q4 		$329K Buy
+3,549
New +$332K 0.01% 373

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

HB Wealth Management's VCIT Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 243% in Q2 2026, buying an estimated $1.8M and bringing the position to 30,777 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #414.

HB Wealth Management first reported a position in VCIT in Q4 2021 and has held it in 18 quarters since. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • HB Wealth Management held 30,777 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.54M as of Q2 2026.
  • HB Wealth Management bought 21,801 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.8M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #414 holding.
  • HB Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.