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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
Q3 		$8.95M Buy
114,312
+14,223
+14% +$1.15M 2.42% 11
2026
Q2 		$8.27M Buy
100,089
+3,000
+3% +$248K 2.1% 12
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Stone Summit Wealth's VCIT Position: Q3 2026 in Review

Stone Summit Wealth increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 14% in Q3 2026, buying an estimated $1.15M and bringing the position to 114,312 shares worth $8.95M. The position accounts for 2.42% of the portfolio, ranked #11.

Stone Summit Wealth first reported a position in VCIT in Q2 2022 and has held it in 18 quarters since. 280 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Stone Summit Wealth held 114,312 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $8.95M as of Q3 2026.
  • Stone Summit Wealth bought 14,223 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $1.15M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 2.42% of Stone Summit Wealth's portfolio in Q3 2026, its #11 holding.
  • Stone Summit Wealth first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • 280 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.