Mosaic Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Mosaic Financial Group’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	$650K	Sell	7,859 -341	-4%	-$28.2K	0.42%	53
2026 Q1	$679K	Buy	8,200 +6	+0.1%	+$502	0.48%	45
2025 Q4	$686K	Hold	8,194	–	–	0.47%	49
2025 Q3	$689K	Hold	8,194	–	–	0.49%	46
2025 Q2	$679K	Hold	8,194	–	–	0.52%	46
2025 Q1	$670K	Hold	8,194	–	–	0.54%	46
2024 Q4	$658K	Sell	8,194 -635	-7%	-$51.8K	0.47%	47
2024 Q3	$739K	Sell	8,829 -12	-0.1%	-$987	0.52%	45
2024 Q2	$707K	Sell	8,841 -833	-9%	-$66.1K	0.51%	46
2024 Q1	$779K	Buy	+9,674	New	+$776K	0.62%	40

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

Mosaic Financial Group's VCIT Position: Q2 2026 in Review

Mosaic Financial Group reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 4.2% in Q2 2026, selling an estimated $28.2K and leaving 7,859 shares worth $650K. The position accounts for 0.42% of the portfolio, ranked #53.

Mosaic Financial Group first reported a position in VCIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $779K in Q1 2024. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Mosaic Financial Group held 7,859 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $650K as of Q2 2026.
Mosaic Financial Group sold 341 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.42% of Mosaic Financial Group's portfolio in Q2 2026, its #53 holding.
Mosaic Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $779K in Q1 2024.
1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.