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Houlihan Financial Resource Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Houlihan Financial Resource 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 		$899K Buy
10,881
+3
+0% +$248 0.32% 58
2026
Q1 		$900K Buy
10,878
+2
+0% +$167 0.35% 56
2025
Q4 		$912K Buy
10,876
+5,195
+91% +$437K 0.35% 55
2025
Q3 		$478K Sell
5,681
-5,721
-50% -$476K 0.42% 50
2025
Q2 		$944K Buy
11,402
+2
+0% +$162 0.39% 52
2025
Q1 		$932K Sell
11,400
-99
-0.9% -$8.01K 0.42% 46
2024
Q4 		$923K Buy
11,499
+3
+0% +$245 0.39% 46
2024
Q3 		$963K Buy
11,496
+3
+0% +$247 0.4% 46
2024
Q2 		$919K Sell
11,493
-296
-3% -$23.5K 0.63% 30
2024
Q1 		$949K Buy
11,789
+1
+0% +$80 0.43% 42
2023
Q4 		$958K Sell
11,788
-1,832
-13% -$142K 0.46% 40
2023
Q3 		$1.02M Sell
13,620
-404,369
-97% -$31.5M 0.55% 38
2023
Q2 		$33.2M Buy
417,989
+404,298
+2,953% +$32.1M 1.03% 21
2023
Q1 		$1.1M Sell
13,691
-227
-2% -$18K 0.6% 38
2022
Q4 		$1.1M Sell
13,918
-616
-4% -$47.4K 0.63% 37
2022
Q3 		$1.12M Buy
+14,534
New +$1.16M 0.68% 35
2020
Q3 		$425K Buy
+4,431
New +$426K 0.25% 64
2020
Q1 		$347K Sell
3,981
-38,520
-91% -$3.5M 0.3% 63
2019
Q4 		$3.88M Buy
+42,501
New +$3.88M 2.51% 11

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

Houlihan Financial Resource Group's VCIT Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.03% in Q2 2026, buying an estimated $248 and bringing the position to 10,881 shares worth $899K. The position accounts for 0.32% of the portfolio, ranked #58.

Houlihan Financial Resource Group first reported a position in VCIT in Q4 2019 and has held it in 19 quarters since. The position peaked at $33.2M in Q2 2023. 1,363 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Houlihan Financial Resource Group held 10,881 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $899K as of Q2 2026.
  • Houlihan Financial Resource Group bought 3 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $248.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.32% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #58 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Houlihan Financial Resource Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $33.2M in Q2 2023.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.