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Novak & Powell Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Novak & Powell Financial Services’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 		$1.8M Buy
21,825
+1,710
+9% +$141K 0.85% 32
2026
Q1 		$1.66M Buy
20,115
+587
+3% +$49.1K 0.9% 28
2025
Q4 		$1.64M Buy
19,528
+849
+5% +$71.3K 0.85% 28
2025
Q3 		$1.57M Buy
18,679
+7,891
+73% +$656K 0.83% 32
2025
Q2 		$895K Sell
10,788
-7,550
-41% -$613K 0.62% 35
2025
Q1 		$1.5M Sell
18,338
-2,505
-12% -$203K 0.93% 27
2024
Q4 		$1.67M Buy
20,843
+8,816
+73% +$720K 1% 23
2024
Q3 		$1.01M Sell
12,027
-7,375
-38% -$606K 0.58% 44
2024
Q2 		$1.55M Buy
19,402
+8,160
+73% +$648K 0.96% 28
2024
Q1 		$905K Sell
11,242
-6,804
-38% -$546K 0.68% 36
2023
Q4 		$1.46M Buy
+18,046
New +$1.39M 0.98% 29

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

Novak & Powell Financial Services's VCIT Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8.5% in Q2 2026, buying an estimated $141K and bringing the position to 21,825 shares worth $1.8M. The position accounts for 0.85% of the portfolio, ranked #32.

Novak & Powell Financial Services first reported a position in VCIT in Q4 2023 and has held it in 11 quarters since. 1,362 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Novak & Powell Financial Services held 21,825 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.8M as of Q2 2026.
  • Novak & Powell Financial Services bought 1,710 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.85% of Novak & Powell Financial Services's portfolio in Q2 2026, its #32 holding.
  • Novak & Powell Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.