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Morton Brown Family Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Morton Brown Family Wealth’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 		$14.9M Buy
180,706
+17,892
+11% +$1.48M 3.39% 9
2026
Q1 		$13.5M Buy
162,814
+7,640
+5% +$639K 3.56% 9
2025
Q4 		$13M Buy
155,174
+22,065
+17% +$1.85M 3.54% 9
2025
Q3 		$11.2M Buy
133,109
+11,546
+9% +$960K 3.21% 9
2025
Q2 		$10.1M Buy
121,563
+5,545
+5% +$450K 3.07% 10
2025
Q1 		$9.49M Buy
116,018
+13,520
+13% +$1.09M 3.22% 10
2024
Q4 		$8.23M Buy
102,498
+11,886
+13% +$970K 2.87% 10
2024
Q3 		$7.59M Buy
90,612
+15,237
+20% +$1.25M 2.7% 10
2024
Q2 		$6.1M Buy
75,375
+13,336
+21% +$1.06M 2.41% 11
2024
Q1 		$4.99M Buy
62,039
+18,546
+43% +$1.49M 2.06% 12
2023
Q4 		$3.54M Buy
43,493
+10,758
+33% +$831K 1.55% 13
2023
Q3 		$2.49M Buy
32,735
+2,247
+7% +$175K 1.27% 17
2023
Q2 		$2.41M Buy
30,488
+2,933
+11% +$233K 1.29% 17
2023
Q1 		$2.21M Buy
27,555
+9,102
+49% +$721K 1.32% 16
2022
Q4 		$1.43M Buy
18,453
+4,559
+33% +$351K 0.98% 19
2022
Q3 		$1.05M Buy
13,894
+416
+3% +$33.3K 0.84% 22
2022
Q2 		$1.08M Buy
13,478
+1,984
+17% +$162K 0.84% 22
2022
Q1 		$989K Buy
11,494
+2,208
+24% +$196K 0.75% 22
2021
Q4 		$861K Buy
+9,286
New +$869K 0.66% 23

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morton Brown Family Wealth's VCIT Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 11% in Q2 2026, buying an estimated $1.48M and bringing the position to 180,706 shares worth $14.9M. The position accounts for 3.39% of the portfolio, ranked #9.

Morton Brown Family Wealth first reported a position in VCIT in Q4 2021 and has held it in 19 quarters since. 1,350 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Morton Brown Family Wealth held 180,706 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $14.9M as of Q2 2026.
  • Morton Brown Family Wealth bought 17,892 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 3.39% of Morton Brown Family Wealth's portfolio in Q2 2026, its #9 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.