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

Root Financial Partners’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	–	Sell	-514	Closed	-$42.5K	–	3066
2026 Q1	$42.5K	Buy	514 +76	+17%	+$6.36K	﹤0.01%	950
2025 Q4	$36.7K	Sell	438 -1,925	-81%	-$162K	﹤0.01%	846
2025 Q3	$199K	Buy	+2,363	New	+$197K	0.01%	279
2025 Q1	–	Sell	-4,530	Closed	-$364K	–	229
2024 Q4	$364K	Buy	+4,530	New	+$370K	0.05%	135
2024 Q2	–	Sell	-2,814	Closed	-$227K	–	117
2024 Q1	$227K	Buy	+2,814	New	+$226K	0.07%	88

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Root Financial Partners's VCIT Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2026, closing a stake of 514 shares — an estimated $42.5K sold.

Root Financial Partners first reported a position in VCIT in Q1 2024 and held it in 5 quarters. The position peaked at $364K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Root Financial Partners reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 514 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $42.5K.
Root Financial Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
Root Financial Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $364K in Q4 2024.
1,361 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.