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 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 $1.37T 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

PDS Planning's VCIT Position: Q1 2026 in Review

PDS Planning opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2026: 2,624 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: PDS Planning previously reported a position in VCIT as recently as Q3 2022.

PDS Planning first reported a position in VCIT in Q1 2020 and has held it in 12 quarters since. The position peaked at $680K in Q3 2021. 1,358 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

PDS Planning held 2,624 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $217K as of Q1 2026.
Vanguard Intermediate-Term Corporate Bond ETF was a new PDS Planning position in Q1 2026.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of PDS Planning's portfolio in Q1 2026, its #496 holding.
PDS Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2020 and has held it in 12 quarters since.
PDS Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $680K in Q3 2021.
1,358 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.