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

Smallwood Wealth Investment 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
Q2 		$67.9K Hold
822
– – 0.03% 163
2026
Q1 		$68K Hold
822
– – 0.04% 152
2025
Q4 		$68.8K Hold
822
– – 0.04% 146
2025
Q3 		$69.1K Sell
822
-90
-10% -$7.49K 0.04% 150
2025
Q2 		$75.6K Buy
912
+90
+11% +$7.31K 0.04% 132
2025
Q1 		$67.2K Buy
+822
New +$66.5K 0.04% 137

Other funds holding VCIT

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
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
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Smallwood Wealth Investment Management's VCIT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2026 at 822 shares worth $67.9K. The position accounts for 0.03% of the portfolio, ranked #163.

Smallwood Wealth Investment Management first reported a position in VCIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $75.6K in Q2 2025. 588 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Smallwood Wealth Investment Management held 822 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $67.9K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #163 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $75.6K in Q2 2025.
  • 588 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.