Meriwether Wealth & Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Meriwether Wealth & 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	$558K	Buy	6,747 +386	+6%	+$31.9K	0.28%	61
2026 Q1	$526K	Buy	6,361 +953	+18%	+$79.7K	0.29%	59
2025 Q4	$453K	Buy	5,408 +185	+4%	+$15.5K	0.26%	68
2025 Q3	$439K	Hold	5,223	–	–	0.25%	67
2025 Q2	$433K	Hold	5,223	–	–	0.27%	63
2025 Q1	$427K	Sell	5,223 -270	-5%	-$21.8K	0.28%	67
2024 Q4	$441K	Buy	+5,493	New	+$448K	0.31%	62

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

Meriwether Wealth & Planning's VCIT Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 6.1% in Q2 2026, buying an estimated $31.9K and bringing the position to 6,747 shares worth $558K. The position accounts for 0.28% of the portfolio, ranked #61.

Meriwether Wealth & Planning first reported a position in VCIT in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Meriwether Wealth & Planning held 6,747 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $558K as of Q2 2026.
Meriwether Wealth & Planning bought 386 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $31.9K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.28% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #61 holding.
Meriwether Wealth & Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.