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TriaGen Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

TriaGen 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 		$2.44M Sell
29,501
-120
-0.4% -$9.92K 0.61% 41
2026
Q1 		$2.45M Buy
29,621
+2,532
+9% +$212K 0.67% 33
2025
Q4 		$2.27M Buy
27,089
+5
+0% +$420 0.59% 43
2025
Q3 		$2.28M Buy
27,084
+2,337
+9% +$194K 0.59% 53
2025
Q2 		$2.05M Buy
24,747
+1,093
+5% +$88.8K 0.62% 51
2025
Q1 		$1.93M Buy
23,654
+2,647
+13% +$214K 0.68% 46
2024
Q4 		$1.69M Buy
21,007
+34
+0.2% +$2.78K 0.57% 50
2024
Q3 		$1.76M Sell
20,973
-414
-2% -$34K 0.59% 49
2024
Q2 		$1.71M Buy
21,387
+725
+4% +$57.6K 0.66% 47
2024
Q1 		$1.66M Sell
20,662
-1,940
-9% -$156K 0.69% 46
2023
Q4 		$1.84M Sell
22,602
-2,287
-9% -$177K 0.88% 40
2023
Q3 		$1.89M Buy
24,889
+1,509
+6% +$117K 0.96% 31
2023
Q2 		$1.85M Buy
23,380
+13
+0.1% +$1.03K 0.85% 38
2023
Q1 		$1.87M Buy
23,367
+2,182
+10% +$173K 0.94% 31
2022
Q4 		$1.64M Buy
21,185
+1,812
+9% +$139K 0.91% 33
2022
Q3 		$1.47M Buy
19,373
+14,907
+334% +$1.19M 0.81% 39
2022
Q2 		$357K Buy
4,466
+155
+4% +$12.7K 0.25% 94
2022
Q1 		$371K Sell
4,311
-3,125
-42% -$277K 0.19% 121
2021
Q4 		$690K Sell
7,436
-14
-0.2% -$1.31K 0.34% 83
2021
Q3 		$703K Buy
7,450
+60
+0.8% +$5.73K 0.38% 84
2021
Q2 		$710K Sell
7,390
-5,881
-44% -$553K 0.37% 85
2021
Q1 		$1.24M Sell
13,271
-426
-3% -$40.5K 0.71% 48
2020
Q4 		$1.33M Buy
+13,697
New +$1.32M 0.78% 48

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

TriaGen Wealth Management's VCIT Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.41% in Q2 2026, selling an estimated $9.92K and leaving 29,501 shares worth $2.44M. The position accounts for 0.61% of the portfolio, ranked #41.

TriaGen Wealth Management first reported a position in VCIT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.45M in Q1 2026. 1,363 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • TriaGen Wealth Management held 29,501 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $2.44M as of Q2 2026.
  • TriaGen Wealth Management sold 120 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $9.92K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.61% of TriaGen Wealth Management's portfolio in Q2 2026, its #41 holding.
  • TriaGen Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $2.45M in Q1 2026.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.