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

Independent Financial 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 		$4.11M Buy
49,770
+15,531
+45% +$1.28M 0.08% 250
2026
Q1 		$2.83M Buy
34,239
+10,639
+45% +$890K 0.06% 319
2025
Q4 		$1.98M Buy
23,600
+5,265
+29% +$442K 0.04% 395
2025
Q3 		$1.54M Buy
18,335
+3,190
+21% +$265K 0.04% 469
2025
Q2 		$1.26M Sell
15,145
-7,415
-33% -$602K 0.03% 477
2025
Q1 		$1.84M Sell
22,560
-17,187
-43% -$1.39M 0.06% 303
2024
Q4 		$3.19M Buy
39,747
+11,090
+39% +$905K 0.11% 186
2024
Q3 		$2.4M Buy
28,657
+18,032
+170% +$1.48M 0.09% 228
2024
Q2 		$849K Buy
10,625
+578
+6% +$45.9K 0.03% 444
2024
Q1 		$809K Sell
10,047
-208
-2% -$16.7K 0.04% 434
2023
Q4 		$834K Buy
10,255
+115
+1% +$8.88K 0.04% 411
2023
Q3 		$770K Sell
10,140
-1,117
-10% -$86.9K 0.05% 383
2023
Q2 		$890K Buy
11,257
+2,289
+26% +$182K 0.06% 338
2023
Q1 		$719K Sell
8,968
-201
-2% -$15.9K 0.06% 365
2022
Q4 		$711K Buy
9,169
+1,018
+12% +$78.3K 0.06% 332
2022
Q3 		$617K Sell
8,151
-19
-0.2% -$1.52K 0.06% 341
2022
Q2 		$654K Sell
8,170
-504
-6% -$41.1K 0.07% 311
2022
Q1 		$746K Sell
8,674
-953
-10% -$84.6K 0.06% 326
2021
Q4 		$893K Sell
9,627
-1,041
-10% -$97.4K 0.07% 277
2021
Q3 		$1.01M Buy
10,668
+82
+0.8% +$7.83K 0.1% 211
2021
Q2 		$1.01M Buy
10,586
+1,402
+15% +$132K 0.11% 215
2021
Q1 		$854K Buy
9,184
+1,424
+18% +$135K 0.11% 208
2020
Q4 		$754K Sell
7,760
-221
-3% -$21.3K 0.11% 210
2020
Q3 		$765K Buy
7,981
+2,297
+40% +$221K 0.14% 161
2020
Q2 		$541K Buy
5,684
+447
+9% +$41.1K 0.12% 208
2020
Q1 		$456K Buy
+5,237
New +$476K 0.13% 185

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

Independent Financial Group's VCIT Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 45% in Q2 2026, buying an estimated $1.28M and bringing the position to 49,770 shares worth $4.11M. The position accounts for 0.08% of the portfolio, ranked #250.

Independent Financial Group first reported a position in VCIT in Q1 2020 and has held it in 26 quarters since. 1,352 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Independent Financial Group held 49,770 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.11M as of Q2 2026.
  • Independent Financial Group bought 15,531 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.28M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #250 holding.
  • Independent Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.