Legacy Financial Group (Iowa)
VCIT icon

Legacy Financial Group (Iowa)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Legacy Financial Group (Iowa)’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 		$17.2M Buy
207,613
+23,827
+13% +$1.97M 1.93% 18
2026
Q1 		$15.2M Buy
183,786
+2,322
+1% +$194K 1.91% 19
2025
Q4 		$15.2M Buy
+181,464
New +$15.2M 1.87% 19

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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

Legacy Financial Group (Iowa)'s VCIT Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 13% in Q2 2026, buying an estimated $1.97M and bringing the position to 207,613 shares worth $17.2M. The position accounts for 1.93% of the portfolio, ranked #18.

Legacy Financial Group (Iowa) first reported a position in VCIT in Q4 2025 and has held it in 3 quarters since. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Legacy Financial Group (Iowa) held 207,613 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $17.2M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 23,827 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.97M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.93% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #18 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.