Planning Strategies
VCIT icon

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

Planning Strategies’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
Q3 		$3.46M Buy
44,164
+145
+0.3% +$11.7K 2.05% 12
2026
Q2 		$3.64M Buy
+44,019
New +$3.64M 2.27% 10

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
Symetra Investment Management
Symetra Investment Management Farmington, Connecticut $1.17B AUM 1.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Planning Strategies's VCIT Position: Q3 2026 in Review

Planning Strategies increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.33% in Q3 2026, buying an estimated $11.7K and bringing the position to 44,164 shares worth $3.46M. The position accounts for 2.05% of the portfolio, ranked #12.

Planning Strategies first reported a position in VCIT in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.64M in Q2 2026. 1,213 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Planning Strategies held 44,164 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.46M as of Q3 2026.
  • Planning Strategies bought 145 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $11.7K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 2.05% of Planning Strategies's portfolio in Q3 2026, its #12 holding.
  • Planning Strategies first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.64M in Q2 2026.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.