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

Phillips 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 		$8.95M Sell
108,134
-12,504
-10% -$1.05M 0.65% 29
2025
Q4 		$10.1M Sell
120,638
-36,063
-23% -$3.03M 0.65% 29
2025
Q3 		$13.2M Sell
156,701
-15,827
-9% -$1.32M 0.87% 27
2025
Q2 		$14.3M Sell
172,528
-2,585
-1% -$210K 1.04% 25
2025
Q1 		$14.3M Sell
175,113
-8,627
-5% -$698K 1.11% 24
2024
Q4 		$14.7M Sell
183,740
-14,115
-7% -$1.15M 1.16% 24
2024
Q3 		$16.6M Sell
197,855
-13,169
-6% -$1.08M 1.28% 25
2024
Q2 		$16.9M Buy
211,024
+1,998
+1% +$159K 1.39% 22
2024
Q1 		$16.8M Buy
209,026
+5,443
+3% +$437K 1.38% 22
2023
Q4 		$16.5M Buy
203,583
+11,006
+6% +$850K 1.44% 22
2023
Q3 		$14.6M Buy
192,577
+9,634
+5% +$750K 1.39% 24
2023
Q2 		$14.5M Buy
182,943
+7,318
+4% +$582K 1.34% 22
2023
Q1 		$14.1M Sell
175,625
-775
-0.4% -$61.4K 1.36% 19
2022
Q4 		$13.7M Sell
176,400
-15,912
-8% -$1.22M 1.39% 19
2022
Q3 		$14.6M Buy
192,312
+1,302
+0.7% +$104K 1.6% 19
2022
Q2 		$15.3M Sell
191,010
-19,379
-9% -$1.58M 1.66% 18
2022
Q1 		$18.1M Buy
210,389
+6,902
+3% +$613K 1.71% 18
2021
Q4 		$18.9M Buy
203,487
+11,172
+6% +$1.05M 1.85% 16
2021
Q3 		$18.2M Buy
192,315
+23,289
+14% +$2.22M 1.88% 19
2021
Q2 		$16.1M Buy
169,026
+20,486
+14% +$1.93M 1.66% 21
2021
Q1 		$13.8M Sell
148,540
-10,799
-7% -$1.03M 1.7% 19
2020
Q4 		$15.5M Buy
159,339
+7,052
+5% +$679K 2.11% 14
2020
Q3 		$14.6M Sell
152,287
-7,432
-5% -$715K 2.28% 13
2020
Q2 		$15.2M Sell
159,719
-5,342
-3% -$491K 2.49% 13
2020
Q1 		$14.2M Buy
165,061
+12,398
+8% +$1.13M 2.82% 12
2019
Q4 		$13.9M Sell
152,663
-10,795
-7% -$984K 2.29% 13
2019
Q3 		$14.9M Sell
163,458
-4,949
-3% -$448K 2.62% 11
2019
Q2 		$15.1M Buy
168,407
+2,124
+1% +$186K 2.77% 11
2019
Q1 		$14.3M Sell
166,283
-2,023
-1% -$171K 2.73% 11
2018
Q4 		$13.9M Buy
168,306
+2,557
+2% +$211K 2.98% 11
2018
Q3 		$13.8M Buy
165,749
+20,473
+14% +$1.72M 2.84% 11
2018
Q2 		$12.1M Buy
145,276
+3,949
+3% +$330K 2.55% 11
2018
Q1 		$12M Buy
141,327
+10,448
+8% +$893K 2.59% 11
2017
Q4 		$11.4M Buy
130,879
+5,036
+4% +$441K 2.4% 12
2017
Q3 		$11.1M Buy
125,843
+2,253
+2% +$198K 2.43% 12
2017
Q2 		$10.8M Buy
123,590
+3,941
+3% +$344K 2.48% 12
2017
Q1 		$10.4M Buy
119,649
+7,218
+6% +$620K 2.53% 12
2016
Q4 		$9.69M Buy
112,431
+3,229
+3% +$281K 2.42% 12
2016
Q3 		$9.69M Buy
109,202
+4,033
+4% +$361K 2.58% 12
2016
Q2 		$9.41M Sell
105,169
-424
-0.4% -$37.2K 2.52% 13
2016
Q1 		$9.17M Buy
105,593
+1,541
+1% +$131K 2.54% 13
2015
Q4 		$8.81M Buy
104,052
+8,695
+9% +$739K 2.66% 13
2015
Q3 		$8.13M Buy
95,357
+2,049
+2% +$174K 2.37% 14
2015
Q2 		$7.9M Buy
93,308
+9,514
+11% +$823K 2.18% 14
2015
Q1 		$7.39M Buy
83,794
+8,787
+12% +$768K 2.02% 15
2014
Q4 		$6.52M Buy
75,007
+6,357
+9% +$549K 1.87% 14
2014
Q3 		$5.96M Buy
68,650
+10,468
+18% +$903K 1.8% 15
2014
Q2 		$5.02M Buy
58,182
+7,141
+14% +$613K 1.5% 16
2014
Q1 		$4.35M Buy
51,041
+12,996
+34% +$1.1M 1.37% 19
2013
Q4 		$3.15M Buy
38,045
+6,653
+21% +$557K 1.05% 22
2013
Q3 		$2.62M Buy
31,392
+2,710
+9% +$225K 0.93% 29
2013
Q2 		$2.41M Buy
+28,682
New +$2.49M 0.88% 29

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

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

Phillips Financial Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 10% in Q1 2026, selling an estimated $1.05M and leaving 108,134 shares worth $8.95M. The position accounts for 0.65% of the portfolio, ranked #29.

Phillips Financial Management first reported a position in VCIT in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q4 2021. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Phillips Financial Management held 108,134 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $8.95M as of Q1 2026.
  • Phillips Financial Management sold 12,504 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.05M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.65% of Phillips Financial Management's portfolio in Q1 2026, its #29 holding.
  • Phillips Financial Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $18.9M in Q4 2021.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.