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

Holistic 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	$575K	Sell	6,961 -29	-0.4%	-$2.4K	0.09%	189
2026 Q1	$578K	Buy	6,990 +1,015	+17%	+$84.9K	0.12%	162
2025 Q4	$500K	Buy	5,975 +193	+3%	+$16.2K	0.11%	161
2025 Q3	$486K	Sell	5,782 -1,071	-16%	-$89.1K	0.13%	128
2025 Q2	$568K	Buy	6,853 +1,647	+32%	+$134K	0.16%	110
2025 Q1	$426K	Buy	5,206 +207	+4%	+$16.7K	0.14%	114
2024 Q4	$401K	Sell	4,999 -124	-2%	-$10.1K	0.15%	110
2024 Q3	$429K	Buy	+5,123	New	+$421K	0.18%	91

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

Holistic Planning's VCIT Position: Q2 2026 in Review

Holistic Planning reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.41% in Q2 2026, selling an estimated $2.4K and leaving 6,961 shares worth $575K. The position accounts for 0.09% of the portfolio, ranked #189.

Holistic Planning first reported a position in VCIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $578K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Holistic Planning held 6,961 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $575K as of Q2 2026.
Holistic Planning sold 29 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $2.4K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #189 holding.
Holistic Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Holistic Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $578K in Q1 2026.
1,352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.