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Topel & Distasi Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Topel & Distasi Wealth 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 		$2.24M Sell
27,149
-826
-3% -$68.3K 1.08% 28
2026
Q1 		$2.31M Buy
27,975
+1,245
+5% +$104K 1.2% 26
2025
Q4 		$2.24M Buy
26,730
+858
+3% +$72.1K 1.09% 27
2025
Q3 		$2.18M Buy
25,872
+131
+0.5% +$10.9K 1.07% 28
2025
Q2 		$2.13M Sell
25,741
-1,627
-6% -$132K 1.12% 27
2025
Q1 		$2.24M Buy
27,368
+1,840
+7% +$149K 1.04% 29
2024
Q4 		$2.05M Sell
25,528
-235
-0.9% -$19.2K 0.88% 32
2024
Q3 		$2.16M Buy
25,763
+396
+2% +$32.6K 0.89% 32
2024
Q2 		$2.03M Buy
25,367
+1,105
+5% +$87.7K 0.89% 32
2024
Q1 		$1.95M Buy
24,262
+1,063
+5% +$85.3K 0.86% 32
2023
Q4 		$1.89M Sell
23,199
-1,725
-7% -$133K 0.9% 30
2023
Q3 		$1.89M Buy
24,924
+425
+2% +$33.1K 0.99% 30
2023
Q2 		$1.94M Sell
24,499
-230
-0.9% -$18.3K 0.97% 31
2023
Q1 		$1.98M Buy
24,729
+746
+3% +$59.1K 1.04% 30
2022
Q4 		$1.86M Sell
23,983
-2
-0% -$154 1.04% 30
2022
Q3 		$1.84M Sell
23,985
-144
-0.6% -$11.5K 1.02% 31
2022
Q2 		$1.93M Buy
24,129
+6,164
+34% +$503K 1.12% 29
2022
Q1 		$1.55M Buy
17,965
+7,778
+76% +$690K 0.65% 41
2021
Q4 		$945K Buy
+10,187
New +$953K 0.39% 53

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

Topel & Distasi Wealth Management's VCIT Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3% in Q2 2026, selling an estimated $68.3K and leaving 27,149 shares worth $2.24M. The position accounts for 1.08% of the portfolio, ranked #28.

Topel & Distasi Wealth Management first reported a position in VCIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.31M in Q1 2026. 1,363 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Topel & Distasi Wealth Management held 27,149 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.24M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 826 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $68.3K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 1.08% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.31M in Q1 2026.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.