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Patriot Financial Group Insurance Agency’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-2,436
Closed -$202K – 684
2026
Q1 		$202K Buy
+2,436
New +$204K 0.01% 667
2022
Q3 		– Sell
-1,499
Closed -$120K – 1878
2022
Q2 		$120K Sell
1,499
-11
-0.7% -$898 0.02% 500
2022
Q1 		$130K Buy
1,510
+192
+15% +$17K 0.02% 511
2021
Q4 		$122K Sell
1,318
-577
-30% -$54K 0.02% 586
2021
Q3 		$179K Sell
1,895
-246
-11% -$23.5K 0.03% 472
2021
Q2 		$204K Sell
2,141
-667
-24% -$62.8K 0.04% 430
2021
Q1 		$261K Buy
2,808
+478
+21% +$45.4K 0.06% 328
2020
Q4 		$226K Buy
2,330
+449
+24% +$43.3K 0.06% 317
2020
Q3 		$180K Buy
1,881
+1,025
+120% +$98.6K 0.06% 284
2020
Q2 		$81K Buy
856
+382
+81% +$35.1K 0.03% 405
2020
Q1 		$41K Buy
474
+24
+5% +$2.18K 0.02% 500
2019
Q4 		$41K Sell
450
-73
-14% -$6.66K 0.02% 514
2019
Q3 		$48K Sell
523
-41
-7% -$3.71K 0.02% 452
2019
Q2 		$51K Hold
564
– – 0.02% 432
2019
Q1 		$49K Sell
564
-46
-8% -$3.9K 0.03% 393
2018
Q4 		$51K Sell
610
-437
-42% -$36K 0.03% 322
2018
Q3 		$87K Sell
1,047
-1,245
-54% -$104K 0.05% 220
2018
Q2 		$191K Sell
2,292
-3,857
-63% -$323K 0.2% 81
2018
Q1 		$520K Buy
6,149
+792
+15% +$67.7K 0.38% 58
2017
Q4 		$466K Buy
5,357
+424
+9% +$37.2K 0.35% 64
2017
Q3 		$434K Sell
4,933
-8
-0.2% -$704 0.39% 57
2017
Q2 		$431K Buy
4,941
+603
+14% +$52.7K 0.45% 46
2017
Q1 		$375K Buy
4,338
+2,334
+116% +$201K 0.4% 49
2016
Q4 		$172K Buy
+2,004
New +$174K 0.24% 95

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

Patriot Financial Group Insurance Agency's VCIT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2026, closing a stake of 2,436 shares — an estimated $202K sold.

Patriot Financial Group Insurance Agency first reported a position in VCIT in Q4 2016 and held it in 24 quarters. The position peaked at $520K in Q1 2018. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,436 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $202K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $520K in Q1 2018.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.