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Stolz & Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Stolz & Associates’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 		$11.6M Buy
140,188
+9,490
+7% +$784K 7.23% 7
2026
Q1 		$10.9M Buy
130,698
+13,164
+11% +$1.1M 7.58% 6
2025
Q4 		$9.84M Buy
+117,534
New +$9.88M 7.59% 5

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

Stolz & Associates's VCIT Position: Q2 2026 in Review

Stolz & Associates increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.3% in Q2 2026, buying an estimated $784K and bringing the position to 140,188 shares worth $11.6M. The position accounts for 7.23% of the portfolio, ranked #7.

Stolz & Associates first reported a position in VCIT in Q4 2025 and has held it in 3 quarters since. 1,351 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Stolz & Associates held 140,188 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $11.6M as of Q2 2026.
  • Stolz & Associates bought 9,490 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $784K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 7.23% of Stolz & Associates's portfolio in Q2 2026, its #7 holding.
  • Stolz & Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.