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 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 $1.37T 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Mosaic Financial Group's VCIT Position: Q1 2026 in Review

Mosaic Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.07% in Q1 2026, buying an estimated $502 and bringing the position to 8,200 shares worth $679K. The position accounts for 0.48% of the portfolio, ranked #45.

Mosaic Financial Group first reported a position in VCIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $779K in Q1 2024. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Mosaic Financial Group held 8,200 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $679K as of Q1 2026.
Mosaic Financial Group bought 6 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $502.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.48% of Mosaic Financial Group's portfolio in Q1 2026, its #45 holding.
Mosaic Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $779K in Q1 2024.
1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.