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Rooted Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Rooted Wealth 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 		$865K Sell
10,465
-50,378
-83% -$4.16M 0.21% 70
2026
Q1 		$5.08M Buy
60,843
+1,301
+2% +$109K 1.34% 20
2025
Q4 		$4.97M Buy
59,542
+5,912
+11% +$497K 1.4% 18
2025
Q3 		$4.51M Buy
53,630
+3,538
+7% +$294K 1.37% 18
2025
Q2 		$4.11M Buy
50,092
+3,164
+7% +$257K 1.42% 17
2025
Q1 		$3.84M Buy
46,928
+4,673
+11% +$378K 1.65% 16
2024
Q4 		$3.37M Buy
42,255
+9,193
+28% +$750K 1.32% 19
2024
Q3 		$2.73M Sell
33,062
-52,127
-61% -$4.29M 1.22% 18
2024
Q2 		$6.9M Buy
85,189
+10,403
+14% +$826K 3.04% 10
2024
Q1 		$5.95M Buy
74,786
+1,857
+3% +$149K 2.93% 10
2023
Q4 		$5.87M Buy
72,929
+6,031
+9% +$466K 3.07% 10
2023
Q3 		$5.18M Buy
66,898
+57,181
+588% +$4.45M 3.19% 10
2023
Q2 		$760K Buy
9,717
+6,939
+250% +$551K 0.51% 33
2023
Q1 		$223K Buy
+2,778
New +$220K 0.17% 76

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

Rooted Wealth Advisors's VCIT Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 83% in Q2 2026, selling an estimated $4.16M and leaving 10,465 shares worth $865K. The position accounts for 0.21% of the portfolio, ranked #70.

Rooted Wealth Advisors first reported a position in VCIT in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.9M in Q2 2024. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Rooted Wealth Advisors held 10,465 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $865K as of Q2 2026.
  • Rooted Wealth Advisors sold 50,378 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $4.16M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.21% of Rooted Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Rooted Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Rooted Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $6.9M in Q2 2024.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.