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

Marshall Financial Group (Pennsylvania)’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 Q3	$7.01M	Buy	83,351 +21,581	+35%	+$1.8M	1.93%	15
2025 Q2	$5.12M	Buy	61,770 +7,373	+14%	+$599K	1.53%	15
2025 Q1	$4.45M	Buy	54,397 +19,249	+55%	+$1.56M	1.4%	15
2024 Q4	$2.82M	Buy	35,148 +2,139	+6%	+$175K	0.86%	19
2024 Q3	$2.76M	Buy	33,009 +13,436	+69%	+$1.1M	0.83%	19
2024 Q2	$1.56M	Buy	19,573 +3,002	+18%	+$238K	0.51%	27
2024 Q1	$1.33M	Buy	16,571 +9,477	+134%	+$761K	0.44%	28
2023 Q4	$577K	Buy	+7,094	New	+$548K	0.21%	35

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s VCIT Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 35% in Q3 2025, buying an estimated $1.8M and bringing the position to 83,351 shares worth $7.01M. The position accounts for 1.93% of the portfolio, ranked #15.

Marshall Financial Group (Pennsylvania) first reported a position in VCIT in Q4 2023 and has held it in 8 quarters since. 1,212 funds tracked by Wall St. Rank hold VCIT as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 83,351 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $7.01M as of Q3 2025.
Marshall Financial Group (Pennsylvania) bought 21,581 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2025, an estimated $1.8M.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.93% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #15 holding.
Marshall Financial Group (Pennsylvania) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
1,212 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.