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United Financial Planning Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

United Financial Planning Group’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 		$34K Buy
412
+2
+0.5% +$165 0.02% 127
2026
Q1 		$33.9K Sell
410
-54
-12% -$4.52K 0.02% 102
2025
Q4 		$38.8K Buy
464
+58
+14% +$4.87K 0.02% 105
2025
Q3 		$34.2K Buy
+406
New +$33.8K 0.02% 97

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 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Financial Planning Group's VCIT Position: Q2 2026 in Review

United Financial Planning Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.49% in Q2 2026, buying an estimated $165 and bringing the position to 412 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #127.

United Financial Planning Group first reported a position in VCIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.8K in Q4 2025. 1,366 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • United Financial Planning Group held 412 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $34K as of Q2 2026.
  • United Financial Planning Group bought 2 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $165.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #127 holding.
  • United Financial Planning Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $38.8K in Q4 2025.
  • 1,366 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.