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Synergy Asset Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Synergy Asset Management’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 		$301K Buy
3,640
+345
+10% +$28.5K 0.03% 211
2026
Q1 		$273K Buy
+3,295
New +$276K 0.03% 214
2025
Q1 		– Sell
-4
Closed -$335 – 813
2024
Q4 		$335 Buy
+4
New +$327 ﹤0.01% 805

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

Synergy Asset Management's VCIT Position: Q2 2026 in Review

Synergy Asset Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 10% in Q2 2026, buying an estimated $28.5K and bringing the position to 3,640 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #211.

Synergy Asset Management first reported a position in VCIT in Q4 2024 and has held it in 3 quarters since. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Synergy Asset Management held 3,640 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $301K as of Q2 2026.
  • Synergy Asset Management bought 345 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $28.5K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #211 holding.
  • Synergy Asset Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.