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

Marshall Financial Group (Maryland)’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
2025
Q4 		– Sell
-2,616
Closed -$220K – 310
2025
Q3 		$220K Buy
+2,616
New +$218K 0.04% 241

Other funds holding VCIT

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Financial Group (Maryland)'s VCIT Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2025, closing a stake of 2,616 shares — an estimated $220K sold.

Marshall Financial Group (Maryland) first reported a position in VCIT in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold VCIT as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,616 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2025, an estimated $220K.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Vanguard Intermediate-Term Corporate Bond ETF position peaked at $220K in Q3 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.