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

Plotkin Financial Advisors’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 		$590K Buy
7,140
+495
+7% +$40.9K 0.24% 57
2026
Q1 		$550K Buy
6,645
+44
+0.7% +$3.68K 0.28% 52
2025
Q4 		$553K Buy
6,601
+834
+14% +$70.1K 0.27% 55
2025
Q3 		$485K Buy
5,767
+375
+7% +$31.2K 0.24% 62
2025
Q2 		$447K Hold
5,392
– – 0.25% 61
2025
Q1 		$441K Sell
5,392
-773
-13% -$62.5K 0.27% 55
2024
Q4 		$495K Sell
6,165
-285
-4% -$23.3K 0.29% 48
2024
Q3 		$540K Buy
6,450
+1,484
+30% +$122K 0.32% 46
2024
Q2 		$397K Buy
4,966
+611
+14% +$48.5K 0.26% 60
2024
Q1 		$351K Sell
4,355
-609
-12% -$48.9K 0.23% 60
2023
Q4 		$403K Buy
4,964
+425
+9% +$32.8K 0.31% 53
2023
Q3 		$345K Sell
4,539
-563
-11% -$43.8K 0.3% 53
2023
Q2 		$403K Buy
5,102
+587
+13% +$46.6K 0.34% 51
2023
Q1 		$362K Sell
4,515
-213
-5% -$16.9K 0.34% 49
2022
Q4 		$366K Hold
4,728
– – 0.37% 45
2022
Q3 		$358K Buy
4,728
+650
+16% +$52.1K 0.36% 46
2022
Q2 		$326K Sell
4,078
-1,371
-25% -$112K 0.31% 48
2022
Q1 		$469K Sell
5,449
-939
-15% -$83.3K 0.33% 44
2021
Q4 		$593K Sell
6,388
-3,202
-33% -$300K 0.37% 43
2021
Q3 		$905K Sell
9,590
-2,977
-24% -$284K 0.54% 35
2021
Q2 		$1.19M Sell
12,567
-5,291
-30% -$498K 0.66% 39
2021
Q1 		$1.66M Sell
17,858
-1,326
-7% -$126K 1.02% 29
2020
Q4 		$1.86M Sell
19,184
-915
-5% -$88.2K 1.23% 22
2020
Q3 		$1.93M Buy
20,099
+6,868
+52% +$660K 2.12% 17
2020
Q2 		$1.26M Sell
13,231
-1,289
-9% -$119K 1.07% 21
2020
Q1 		$1.26M Sell
14,520
-3,136
-18% -$285K 1.53% 18
2019
Q4 		$1.61M Buy
+17,656
New +$1.61M 1.5% 19

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

Plotkin Financial Advisors's VCIT Position: Q2 2026 in Review

Plotkin Financial Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.4% in Q2 2026, buying an estimated $40.9K and bringing the position to 7,140 shares worth $590K. The position accounts for 0.24% of the portfolio, ranked #57.

Plotkin Financial Advisors first reported a position in VCIT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.93M in Q3 2020. 1,352 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Plotkin Financial Advisors held 7,140 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $590K as of Q2 2026.
  • Plotkin Financial Advisors bought 495 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.24% of Plotkin Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Plotkin Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Plotkin Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.93M in Q3 2020.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.