Marshall & Sterling Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Marshall & Sterling Wealth Advisors’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	$12.7M	Buy	154,193 +4,593	+3%	+$380K	7.55%	1
2026 Q1	$12.4M	Sell	149,600 -4,218	-3%	-$353K	8.1%	1
2025 Q4	$12.9M	Buy	153,818 +14,590	+10%	+$1.23M	8.5%	1
2025 Q3	$11.7M	Buy	139,228 +8,455	+6%	+$703K	7.5%	1
2025 Q2	$10.8M	Buy	130,773 +17,173	+15%	+$1.4M	7.33%	1
2025 Q1	$9.29M	Buy	113,600 +18,433	+19%	+$1.49M	6.31%	1
2024 Q4	$7.64M	Buy	+95,167	New	+$7.77M	5.28%	4

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

Marshall & Sterling Wealth Advisors's VCIT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.1% in Q2 2026, buying an estimated $380K and bringing the position to 154,193 shares worth $12.7M. The position accounts for 7.55% of the portfolio, ranked #1.

Marshall & Sterling Wealth Advisors first reported a position in VCIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Marshall & Sterling Wealth Advisors held 154,193 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $12.7M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 4,593 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $380K.
Vanguard Intermediate-Term Corporate Bond ETF made up 7.55% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $12.9M in Q4 2025.
1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.