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Stone Summit Wealth’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Stone Summit Wealth’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 		$8.03M Buy
97,089
+3,258
+3% +$273K 2.24% 12
2025
Q4 		$7.86M Sell
93,831
-189
-0.2% -$15.9K 2.13% 13
2025
Q3 		$7.91M Sell
94,020
-2,079
-2% -$173K 2.24% 9
2025
Q2 		$7.97M Sell
96,099
-3,474
-3% -$282K 2.47% 5
2025
Q1 		$8.14M Buy
99,573
+1,452
+1% +$117K 2.76% 4
2024
Q4 		$7.88M Buy
98,121
+444
+0.5% +$36.2K 2.64% 5
2024
Q3 		$8.18M Buy
97,677
+16,023
+20% +$1.32M 2.64% 5
2024
Q2 		$6.53M Buy
81,654
+12,374
+18% +$982K 2.34% 7
2024
Q1 		$5.58M Buy
69,280
+15,630
+29% +$1.25M 1.94% 10
2023
Q4 		$4.36M Sell
53,650
-1,109
-2% -$85.7K 1.67% 11
2023
Q3 		$4.16M Sell
54,759
-514
-0.9% -$40K 1.78% 10
2023
Q2 		$4.37M Buy
55,273
+9,820
+22% +$780K 1.81% 10
2023
Q1 		$3.65M Buy
45,453
+20,642
+83% +$1.64M 1.62% 12
2022
Q4 		$1.92M Buy
24,811
+16,848
+212% +$1.3M 0.94% 35
2022
Q3 		$603K Buy
7,963
+1,768
+29% +$142K 0.37% 75
2022
Q2 		$495K Buy
+6,195
New +$506K 0.3% 83

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 $295B AUM 31.6% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stone Summit Wealth's VCIT Position: Q1 2026 in Review

Stone Summit Wealth increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.5% in Q1 2026, buying an estimated $273K and bringing the position to 97,089 shares worth $8.03M. The position accounts for 2.24% of the portfolio, ranked #12.

Stone Summit Wealth first reported a position in VCIT in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.18M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Stone Summit Wealth held 97,089 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $8.03M as of Q1 2026.
  • Stone Summit Wealth bought 3,258 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $273K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 2.24% of Stone Summit Wealth's portfolio in Q1 2026, its #12 holding.
  • Stone Summit Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Stone Summit Wealth's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $8.18M in Q3 2024.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.