LWM
VCIT icon

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

Luminvest 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 		$21.1M Buy
255,861
+17,647
+7% +$1.46M 4.91% 7
2026
Q1 		$19.7M Buy
238,214
+16,475
+7% +$1.38M 5.16% 7
2025
Q4 		$18.6M Buy
221,739
+92,818
+72% +$7.8M 5.15% 7
2025
Q3 		$10.8M Sell
128,921
-52,292
-29% -$4.35M 3.53% 7
2025
Q2 		$15M Buy
181,213
+2,662
+1% +$216K 5.38% 7
2025
Q1 		$14.6M Buy
178,551
+1,598
+0.9% +$129K 6.02% 7
2024
Q4 		$14.2M Buy
176,953
+14,132
+9% +$1.15M 5.73% 7
2024
Q3 		$13.6M Buy
162,821
+46,756
+40% +$3.84M 5.64% 7
2024
Q2 		$9.42M Buy
116,065
+28,375
+32% +$2.25M 4.42% 7
2024
Q1 		$7.18M Buy
87,690
+18,349
+26% +$1.47M 4.52% 7
2023
Q4 		$5.68M Buy
+69,341
New +$5.36M 3.72% 7

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

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

Luminvest Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.4% in Q2 2026, buying an estimated $1.46M and bringing the position to 255,861 shares worth $21.1M. The position accounts for 4.91% of the portfolio, ranked #7.

Luminvest Wealth Management first reported a position in VCIT in Q4 2023 and has held it in 11 quarters since. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Luminvest Wealth Management held 255,861 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $21.1M as of Q2 2026.
  • Luminvest Wealth Management bought 17,647 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.46M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 4.91% of Luminvest Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Luminvest Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

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