Mark Sheptoff Financial Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Mark Sheptoff Financial Planning’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	$1.02M	Sell	12,342 -133	-1%	-$11K	0.54%	36
2026 Q1	$1.03M	Buy	+12,475	New	+$1.04M	0.54%	35
2022 Q1	–	Sell	-75	Closed	-$7K	–	489
2021 Q4	$7K	Hold	75	–	–	﹤0.01%	351
2021 Q3	$7K	Hold	75	–	–	﹤0.01%	334
2021 Q2	$7K	Hold	75	–	–	﹤0.01%	353
2021 Q1	$7K	Hold	75	–	–	﹤0.01%	308
2020 Q4	$7K	Hold	75	–	–	﹤0.01%	294
2020 Q3	$7K	Hold	75	–	–	﹤0.01%	256
2020 Q2	$7K	Hold	75	–	–	﹤0.01%	281
2020 Q1	$7K	Hold	75	–	–	0.01%	258
2019 Q4	$7K	Hold	75	–	–	﹤0.01%	306
2019 Q3	$7K	Hold	75	–	–	﹤0.01%	292
2019 Q2	$7K	Hold	75	–	–	﹤0.01%	283
2019 Q1	$7K	Buy	+75	New	+$6.36K	0.01%	286

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mark Sheptoff Financial Planning's VCIT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.1% in Q2 2026, selling an estimated $11K and leaving 12,342 shares worth $1.02M. The position accounts for 0.54% of the portfolio, ranked #36.

Mark Sheptoff Financial Planning first reported a position in VCIT in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2026. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Mark Sheptoff Financial Planning held 12,342 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.02M as of Q2 2026.
Mark Sheptoff Financial Planning sold 133 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $11K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.54% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #36 holding.
Mark Sheptoff Financial Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2019 and has held it in 14 quarters since.
Mark Sheptoff Financial Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.03M in Q1 2026.
1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.