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

Summit Wealth Partners’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 		$1.44M Sell
17,474
-1,264
-7% -$104K 0.21% 82
2026
Q1 		$1.55M Sell
18,738
-361
-2% -$30.2K 0.25% 77
2025
Q4 		$1.6M Buy
19,099
+134
+0.7% +$11.3K 0.3% 59
2025
Q3 		$1.6M Sell
18,965
-311
-2% -$25.9K 0.29% 64
2025
Q2 		$1.6M Sell
19,276
-3,183
-14% -$259K 0.3% 60
2025
Q1 		$1.84M Buy
22,459
+1,809
+9% +$146K 0.37% 52
2024
Q4 		$1.66M Buy
20,650
+1,091
+6% +$89.1K 0.34% 60
2024
Q3 		$1.64M Buy
19,559
+1,270
+7% +$104K 0.32% 63
2024
Q2 		$1.46M Buy
18,289
+3,997
+28% +$317K 0.3% 67
2024
Q1 		$1.15M Buy
14,292
+1,176
+9% +$94.4K 0.25% 69
2023
Q4 		$1.07M Buy
13,116
+6,146
+88% +$475K 0.25% 65
2023
Q3 		$530K Buy
6,970
+1,135
+19% +$88.3K 0.14% 104
2023
Q2 		$461K Sell
5,835
-18
-0.3% -$1.43K 0.12% 112
2023
Q1 		$470K Sell
5,853
-2,705
-32% -$214K 0.12% 108
2022
Q4 		$663K Buy
+8,558
New +$658K 0.18% 84

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Summit Wealth Partners's VCIT Position: Q2 2026 in Review

Summit Wealth Partners reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 6.7% in Q2 2026, selling an estimated $104K and leaving 17,474 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #82.

Summit Wealth Partners first reported a position in VCIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q1 2025. 745 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Summit Wealth Partners held 17,474 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.44M as of Q2 2026.
  • Summit Wealth Partners sold 1,264 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $104K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.21% of Summit Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Summit Wealth Partners first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Summit Wealth Partners's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $1.84M in Q1 2025.
  • 745 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.