SFG
VCIT icon

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

Sovereign 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 		$558K Buy
6,755
+151
+2% +$12.5K 0.09% 210
2026
Q1 		$547K Sell
6,604
-1,079
-14% -$90.3K 0.09% 192
2025
Q4 		$643K Sell
7,683
-80
-1% -$6.72K 0.11% 159
2025
Q3 		$653K Hold
7,763
– – 0.12% 151
2025
Q2 		$644K Buy
7,763
+75
+1% +$6.09K 0.13% 139
2025
Q1 		$629K Sell
7,688
-76
-1% -$6.15K 0.14% 134
2024
Q4 		$623K Buy
7,764
+3,565
+85% +$291K 0.14% 132
2024
Q3 		$352K Sell
4,199
-202
-5% -$16.6K 0.08% 205
2024
Q2 		$352K Buy
4,401
+1
+0% +$79 0.09% 195
2024
Q1 		$354K Buy
4,400
+102
+2% +$8.19K 0.09% 191
2023
Q4 		$349K Buy
+4,298
New +$332K 0.11% 172
2022
Q2 		– Sell
-3,218
Closed -$277K – 228
2022
Q1 		$277K Sell
3,218
-1,232
-28% -$109K 0.1% 180
2021
Q4 		$413K Sell
4,450
-561
-11% -$52.5K 0.17% 126
2021
Q3 		$473K Sell
5,011
-1,473
-23% -$141K 0.27% 87
2021
Q2 		$603K Hold
6,484
– – 0.37% 65
2021
Q1 		$603K Buy
6,484
+1,328
+26% +$126K 0.38% 63
2020
Q4 		$501K Buy
+5,156
New +$497K 0.36% 63

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

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

Sovereign Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 2.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 6,755 shares worth $558K. The position accounts for 0.09% of the portfolio, ranked #210.

Sovereign Financial Group first reported a position in VCIT in Q4 2020 and has held it in 17 quarters since. The position peaked at $653K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Sovereign Financial Group held 6,755 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $558K as of Q2 2026.
  • Sovereign Financial Group bought 151 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #210 holding.
  • Sovereign Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • Sovereign Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $653K in Q3 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.