PDS Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

PDS Planning’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	$233K	Buy	2,820 +196	+7%	+$16.2K	0.01%	520
2026 Q1	$217K	Buy	+2,624	New	+$220K	0.01%	496
2022 Q4	–	Sell	-6,911	Closed	-$523K	–	234
2022 Q3	$523K	Sell	6,911 -413	-6%	-$33.1K	0.1%	84
2022 Q2	$586K	Buy	7,324 +47	+0.6%	+$3.84K	0.11%	83
2022 Q1	$626K	Buy	7,277 +25	+0.3%	+$2.22K	0.11%	83
2021 Q4	$673K	Buy	7,252 +49	+0.7%	+$4.59K	0.13%	73
2021 Q3	$680K	Buy	7,203 +543	+8%	+$51.8K	0.16%	70
2021 Q2	$633K	Buy	6,660 +37	+0.6%	+$3.48K	0.15%	73
2021 Q1	$616K	Buy	6,623 +24	+0.4%	+$2.28K	0.18%	64
2020 Q4	$641K	Buy	6,599 +65	+1%	+$6.26K	0.22%	61
2020 Q3	$626K	Buy	6,534 +41	+0.6%	+$3.94K	0.25%	55
2020 Q2	$618K	Buy	6,493 +50	+0.8%	+$4.6K	0.28%	52
2020 Q1	$561K	Buy	+6,443	New	+$586K	0.36%	44

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

PDS Planning's VCIT Position: Q2 2026 in Review

PDS Planning increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.5% in Q2 2026, buying an estimated $16.2K and bringing the position to 2,820 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #520.

PDS Planning first reported a position in VCIT in Q1 2020 and has held it in 13 quarters since. The position peaked at $680K in Q3 2021. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

PDS Planning held 2,820 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $233K as of Q2 2026.
PDS Planning bought 196 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $16.2K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #520 holding.
PDS Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and has held it in 13 quarters since.
PDS Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $680K in Q3 2021.
1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.