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Peak Financial Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Peak Financial Management’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 		$13.7M Buy
165,708
+11,778
+8% +$985K 3.48% 7
2025
Q4 		$12.9M Buy
153,930
+6,194
+4% +$521K 3.32% 8
2025
Q3 		$12.4M Buy
147,736
+4,650
+3% +$387K 3.29% 7
2025
Q2 		$11.9M Buy
143,086
+5,406
+4% +$439K 3.37% 7
2025
Q1 		$11.3M Buy
137,680
+5,002
+4% +$405K 3.37% 8
2024
Q4 		$10.7M Buy
132,678
+9,059
+7% +$740K 3.19% 7
2024
Q3 		$10.4M Buy
123,619
+3,835
+3% +$315K 3.04% 8
2024
Q2 		$9.57M Buy
119,784
+4,144
+4% +$329K 3% 9
2024
Q1 		$9.31M Buy
115,640
+3,112
+3% +$250K 2.95% 9
2023
Q4 		$9.15M Sell
112,528
-7,039
-6% -$544K 3.07% 10
2023
Q3 		$9.08M Buy
119,567
+6,328
+6% +$492K 3.31% 8
2023
Q2 		$8.95M Buy
113,239
+678
+0.6% +$53.9K 3.19% 9
2023
Q1 		$9.03M Buy
112,561
+3,598
+3% +$285K 3.36% 8
2022
Q4 		$8.45M Buy
108,963
+3,102
+3% +$238K 3.32% 8
2022
Q3 		$8.01M Buy
105,861
+2,940
+3% +$236K 3.34% 8
2022
Q2 		$8.24M Buy
102,921
+4,368
+4% +$357K 3.17% 9
2022
Q1 		$8.48M Buy
98,553
+4,691
+5% +$416K 2.84% 11
2021
Q4 		$8.71M Buy
93,862
+1,840
+2% +$172K 2.82% 12
2021
Q3 		$8.69M Buy
92,022
+3,742
+4% +$357K 2.94% 11
2021
Q2 		$8.39M Buy
88,280
+5,716
+7% +$538K 2.85% 11
2021
Q1 		$7.68M Buy
82,564
+5,607
+7% +$533K 2.78% 13
2020
Q4 		$7.48M Buy
76,957
+5,759
+8% +$555K 2.81% 13
2020
Q3 		$6.82M Buy
71,198
+2,690
+4% +$259K 2.94% 12
2020
Q2 		$6.52M Sell
68,508
-1,206
-2% -$111K 3.06% 11
2020
Q1 		$6.07M Buy
69,714
+706
+1% +$64.2K 3.1% 9
2019
Q4 		$6.3M Buy
69,008
+33
+0% +$3.01K 2.69% 14
2019
Q3 		$6.29M Buy
68,975
+1,385
+2% +$125K 2.8% 14
2019
Q2 		$6.07M Buy
67,590
+2,656
+4% +$232K 2.73% 14
2019
Q1 		$5.64M Sell
64,934
-2,033
-3% -$172K 2.59% 14
2018
Q4 		$5.55M Sell
66,967
-11,025
-14% -$909K 2.73% 16
2018
Q3 		$6.51M Buy
77,992
+2,621
+3% +$220K 2.93% 17
2018
Q2 		$6.29M Buy
75,371
+1,020
+1% +$85.3K 2.91% 17
2018
Q1 		$6.31M Sell
74,351
-8,309
-10% -$710K 3% 15
2017
Q4 		$7.22M Buy
82,660
+178
+0.2% +$15.6K 2.74% 18
2017
Q3 		$7.26M Sell
82,482
-1,664
-2% -$146K 2.8% 17
2017
Q2 		$7.37M Buy
84,146
+6,472
+8% +$565K 2.88% 16
2017
Q1 		$6.71M Buy
77,674
+261
+0.3% +$22.4K 2.71% 18
2016
Q4 		$6.63M Buy
77,413
+1,502
+2% +$131K 2.89% 16
2016
Q3 		$6.8M Buy
75,911
+15,663
+26% +$1.4M 2.94% 15
2016
Q2 		$5.39M Buy
+60,248
New +$5.28M 2.4% 16
2015
Q4 		$4.71M Buy
+56,011
New +$4.76M 2.15% 17

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peak Financial Management's VCIT Position: Q1 2026 in Review

Peak Financial Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.7% in Q1 2026, buying an estimated $985K and bringing the position to 165,708 shares worth $13.7M. The position accounts for 3.48% of the portfolio, ranked #7.

Peak Financial Management first reported a position in VCIT in Q4 2015 and has held it in 41 quarters since. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Peak Financial Management held 165,708 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $13.7M as of Q1 2026.
  • Peak Financial Management bought 11,778 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $985K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 3.48% of Peak Financial Management's portfolio in Q1 2026, its #7 holding.
  • Peak Financial Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.