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

Synergy Investment 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 		$695K Buy
8,524
+6,640
+352% +$549K 0.17% 76
2026
Q1 		$156K Buy
+1,884
New +$158K 0.05% 161
2025
Q2 		– Sell
-1,234
Closed -$101K – 543
2025
Q1 		$101K Hold
1,234
– – 0.04% 172
2024
Q4 		$99.1K Buy
+1,234
New +$101K 0.04% 173

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 Investment Management's VCIT Position: Q2 2026 in Review

Synergy Investment Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 352% in Q2 2026, buying an estimated $549K and bringing the position to 8,524 shares worth $695K. The position accounts for 0.17% of the portfolio, ranked #76.

Synergy Investment Management first reported a position in VCIT in Q4 2024 and has held it in 4 quarters since. 1,354 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Synergy Investment Management held 8,524 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $695K as of Q2 2026.
  • Synergy Investment Management bought 6,640 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $549K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.17% of Synergy Investment Management's portfolio in Q2 2026, its #76 holding.
  • Synergy Investment Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.