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 Q3	$143K	Buy	+1,825	New	+$148K	﹤0.01%	575
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

Symetra Investment Management Farmington, Connecticut $1.17B AUM 1.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Root Financial Partners's VCIT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2026: 1,825 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VCIT as recently as Q1 2026.

Root Financial Partners first reported a position in VCIT in Q1 2024 and has held it in 6 quarters since. The position peaked at $364K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

Root Financial Partners held 1,825 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $143K as of Q3 2026.
Vanguard Intermediate-Term Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #575 holding.
Root Financial Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
Root Financial Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $364K in Q4 2024.
1,213 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.