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

SFMG 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	$205K	Hold	2,480	–	–	0.01%	310
2026 Q1	$205K	Hold	2,480	–	–	0.01%	293
2025 Q4	$208K	Buy	+2,480	New	+$208K	0.01%	282
2020 Q1	–	Sell	-5,850	Closed	-$534K	–	181
2019 Q4	$534K	Hold	5,850	–	–	0.07%	102
2019 Q3	$534K	Hold	5,850	–	–	0.07%	86
2019 Q2	$526K	Hold	5,850	–	–	0.07%	87
2019 Q1	$508K	Hold	5,850	–	–	0.07%	80
2018 Q4	$485K	Hold	5,850	–	–	0.08%	72
2018 Q3	$480K	Hold	5,850	–	–	0.07%	70
2018 Q2	$489K	Hold	5,850	–	–	0.08%	72
2018 Q1	$496K	Hold	5,850	–	–	0.08%	70
2017 Q4	$511K	Hold	5,850	–	–	0.08%	71
2017 Q3	$515K	Sell	5,850 -351	-6%	-$30.9K	0.1%	64
2017 Q2	$543K	Buy	6,201 +194	+3%	+$16.9K	0.11%	58
2017 Q1	$519K	Buy	6,007 +157	+3%	+$13.5K	0.11%	58
2016 Q4	$501K	Sell	5,850 -61	-1%	-$5.31K	0.11%	62
2016 Q3	$530K	Hold	5,911	–	–	0.12%	64
2016 Q2	$529K	Buy	5,911 +28	+0.5%	+$2.46K	0.12%	64
2016 Q1	$511K	Hold	5,883	–	–	0.11%	63
2015 Q4	$495K	Buy	5,883 +33	+0.6%	+$2.81K	0.11%	75
2015 Q3	$500K	Hold	5,850	–	–	0.12%	74
2015 Q2	$499K	Sell	5,850 -5,850	-50%	-$506K	0.11%	74
2015 Q1	$1.03M	Buy	11,700 +5,850	+100%	+$511K	0.08%	74
2014 Q4	$504K	Hold	5,850	–	–	0.11%	80
2014 Q3	$502K	Hold	5,850	–	–	0.16%	42
2014 Q2	$506K	Hold	5,850	–	–	0.17%	40
2014 Q1	$497K	Hold	5,850	–	–	0.17%	38
2013 Q4	$484K	Hold	5,850	–	–	0.17%	41
2013 Q3	$488K	Hold	5,850	–	–	0.2%	36
2013 Q2	$486K	Buy	+5,850	New	+$508K	0.19%	39

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

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

SFMG Wealth Advisors held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2026 at 2,480 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #310.

SFMG Wealth Advisors first reported a position in VCIT in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.03M in Q1 2015. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

SFMG Wealth Advisors held 2,480 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $205K as of Q2 2026.
SFMG Wealth Advisors left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #310 holding.
SFMG Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
SFMG Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.03M in Q1 2015.
1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.