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SHP Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

SHP Wealth Management’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 		$82.4M Buy
996,012
+150,577
+18% +$12.6M 6.22% 4
2025
Q4 		$70.8M Buy
+845,435
New +$71M 5.51% 4

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's VCIT Position: Q1 2026 in Review

SHP Wealth Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 18% in Q1 2026, buying an estimated $12.6M and bringing the position to 996,012 shares worth $82.4M. The position accounts for 6.22% of the portfolio, ranked #4.

SHP Wealth Management first reported a position in VCIT in Q4 2025 and has held it in 2 quarters since. 1,362 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • SHP Wealth Management held 996,012 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $82.4M as of Q1 2026.
  • SHP Wealth Management bought 150,577 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $12.6M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 6.22% of SHP Wealth Management's portfolio in Q1 2026, its #4 holding.
  • SHP Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.