TWPM
VCIT icon

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

Total Wealth Planning & 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 		– Sell
-3,935
Closed -$326K – 237
2026
Q1 		$326K Buy
+3,935
New +$329K 0.24% 147

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

Total Wealth Planning & Management's VCIT Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2026, closing a stake of 3,935 shares — an estimated $326K sold.

Total Wealth Planning & Management first reported a position in VCIT in Q1 2026 and held it in 1 quarter. The position peaked at $326K in Q1 2026. 1,360 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 3,935 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $326K.
  • Total Wealth Planning & Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Total Wealth Planning & Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $326K in Q1 2026.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.