LFS
VCIT icon

Lutz Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Lutz Financial Services’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
Q1 		$298K Sell
3,607
-9
-0.2% -$753 0.02% 92
2025
Q4 		$303K Sell
3,616
-500
-12% -$42K 0.02% 93
2025
Q3 		$346K Sell
4,116
-11
-0.3% -$915 0.03% 83
2025
Q2 		$342K Buy
4,127
+43
+1% +$3.49K 0.03% 80
2025
Q1 		$334K Hold
4,084
– – 0.03% 78
2024
Q4 		$328K Sell
4,084
-108
-3% -$8.82K 0.03% 78
2024
Q3 		$351K Hold
4,192
– – 0.03% 75
2024
Q2 		$335K Buy
4,192
+117
+3% +$9.29K 0.03% 74
2024
Q1 		$328K Hold
4,075
– – 0.03% 74
2023
Q4 		$331K Sell
4,075
-426
-9% -$32.9K 0.03% 71
2023
Q3 		$342K Hold
4,501
– – 0.04% 66
2023
Q2 		$356K Sell
4,501
-18
-0.4% -$1.43K 0.04% 66
2023
Q1 		$363K Sell
4,519
-381
-8% -$30.2K 0.04% 66
2022
Q4 		$380K Sell
4,900
-4,357
-47% -$335K 0.05% 66
2022
Q3 		$701K Sell
9,257
-4,488
-33% -$360K 0.1% 54
2022
Q2 		$1.1M Sell
13,745
-3,223
-19% -$263K 0.15% 45
2022
Q1 		$1.46M Sell
16,968
-1,771
-9% -$157K 0.18% 41
2021
Q4 		$1.74M Sell
18,739
-4
-0% -$374 0.21% 41
2021
Q3 		$1.77M Sell
18,743
-6,012
-24% -$574K 0.23% 41
2021
Q2 		$2.35M Sell
24,755
-3,893
-14% -$366K 0.31% 40
2021
Q1 		$2.67M Sell
28,648
-5,102
-15% -$485K 0.39% 37
2020
Q4 		$3.28M Sell
33,750
-7,275
-18% -$701K 0.54% 35
2020
Q3 		$3.93M Sell
41,025
-14,929
-27% -$1.44M 0.76% 30
2020
Q2 		$5.32M Sell
55,954
-25,791
-32% -$2.37M 1.08% 26
2020
Q1 		$7.12M Sell
81,745
-35,127
-30% -$3.2M 1.58% 19
2019
Q4 		$10.7M Sell
116,872
-15,848
-12% -$1.45M 1.9% 17
2019
Q3 		$12.1M Sell
132,720
-31,921
-19% -$2.89M 2.32% 14
2019
Q2 		$14.8M Sell
164,641
-12,837
-7% -$1.12M 2.89% 12
2019
Q1 		$15.4M Buy
177,478
+15,557
+10% +$1.32M 3.14% 12
2018
Q4 		$13.4M Sell
161,921
-5,415
-3% -$446K 2.99% 12
2018
Q3 		$14M Buy
167,336
+48,147
+40% +$4.03M 3.09% 14
2018
Q2 		$9.96M Buy
119,189
+11,422
+11% +$955K 2.84% 14
2018
Q1 		$9.14M Buy
107,767
+27,482
+34% +$2.35M 2.7% 14
2017
Q4 		$7.02M Buy
+80,285
New +$7.04M 2.05% 14

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lutz Financial Services's VCIT Position: Q1 2026 in Review

Lutz Financial Services reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.25% in Q1 2026, selling an estimated $753 and leaving 3,607 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #92.

Lutz Financial Services first reported a position in VCIT in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.4M in Q1 2019. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Lutz Financial Services held 3,607 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $298K as of Q1 2026.
  • Lutz Financial Services sold 9 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $753.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Lutz Financial Services's portfolio in Q1 2026, its #92 holding.
  • Lutz Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Lutz Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $15.4M in Q1 2019.
  • 1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.