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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Root Financial Partners's VCIT Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 17% in Q1 2026, buying an estimated $6.36K and bringing the position to 514 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Root Financial Partners first reported a position in VCIT in Q1 2024 and has held it in 5 quarters since. The position peaked at $364K in Q4 2024. 1,359 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

Root Financial Partners held 514 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $42.5K as of Q1 2026.
Root Financial Partners bought 76 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $6.36K.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #950 holding.
Root Financial Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
Root Financial Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $364K in Q4 2024.
1,359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.