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Shum Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Shum Financial Group’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 		$911K Buy
11,020
+516
+5% +$42.6K 0.55% 46
2026
Q1 		$869K Sell
10,504
-177
-2% -$14.8K 0.61% 42
2025
Q4 		$895K Buy
10,681
+342
+3% +$28.7K 0.64% 45
2025
Q3 		$870K Buy
+10,339
New +$860K 0.65% 44
2025
Q1 		$786K Buy
9,610
+346
+4% +$28K 0.68% 49
2024
Q4 		$744K Buy
9,264
+148
+2% +$12.1K 0.64% 50
2024
Q3 		$742K Buy
+9,116
New +$750K 0.62% 55

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Shum Financial Group's VCIT Position: Q2 2026 in Review

Shum Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 4.9% in Q2 2026, buying an estimated $42.6K and bringing the position to 11,020 shares worth $911K. The position accounts for 0.55% of the portfolio, ranked #46.

Shum Financial Group first reported a position in VCIT in Q3 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Shum Financial Group held 11,020 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $911K as of Q2 2026.
  • Shum Financial Group bought 516 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $42.6K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.55% of Shum Financial Group's portfolio in Q2 2026, its #46 holding.
  • Shum Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 853 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.