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

PlanVest Financial’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 		$3.8K Hold
46
– – ﹤0.01% 479
2026
Q1 		$3.81K Buy
+46
New +$3.85K ﹤0.01% 451

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PlanVest Financial's VCIT Position: Q2 2026 in Review

PlanVest Financial held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2026 at 46 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

PlanVest Financial first reported a position in VCIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.81K in Q1 2026. 1,329 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • PlanVest Financial held 46 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.8K as of Q2 2026.
  • PlanVest Financial left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #479 holding.
  • PlanVest Financial first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $3.81K in Q1 2026.
  • 1,329 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.