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Valpey Financial Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Valpey Financial Services’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
Q1 		$357K Buy
4,312
+32
+0.7% +$2.68K 0.23% 60
2025
Q4 		$358K Buy
4,280
+50
+1% +$4.2K 0.23% 60
2025
Q3 		$356K Buy
4,230
+151
+4% +$12.6K 0.23% 62
2025
Q2 		$338K Buy
+4,079
New +$331K 0.23% 61

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valpey Financial Services's VCIT Position: Q1 2026 in Review

Valpey Financial Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.75% in Q1 2026, buying an estimated $2.68K and bringing the position to 4,312 shares worth $357K. The position accounts for 0.23% of the portfolio, ranked #60.

Valpey Financial Services first reported a position in VCIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $358K in Q4 2025. 1,357 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Valpey Financial Services held 4,312 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $357K as of Q1 2026.
  • Valpey Financial Services bought 32 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $2.68K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.23% of Valpey Financial Services's portfolio in Q1 2026, its #60 holding.
  • Valpey Financial Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Valpey Financial Services's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $358K in Q4 2025.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.