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Summit Wealth & Retirement Planning’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Summit Wealth & Retirement Planning’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 		– Sell
-3,181
Closed -$266K – 116
2025
Q4 		$266K Buy
+3,181
New +$267K 0.06% 94

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

Summit Wealth & Retirement Planning's VCIT Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2026, closing a stake of 3,181 shares — an estimated $266K sold.

Summit Wealth & Retirement Planning first reported a position in VCIT in Q4 2025 and held it in 1 quarter. The position peaked at $266K in Q4 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Summit Wealth & Retirement Planning reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 3,181 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $266K.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $266K in Q4 2025.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.