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Wellspring Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Wellspring Financial Advisors’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 		$264K Sell
3,194
-3,180
-50% -$263K 0.02% 234
2026
Q1 		$527K Buy
6,374
+2,548
+67% +$213K 0.04% 156
2025
Q4 		$321K Buy
+3,826
New +$322K 0.03% 191

Other funds holding VCIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Wellspring Financial Advisors's VCIT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 50% in Q2 2026, selling an estimated $263K and leaving 3,194 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #234.

Wellspring Financial Advisors first reported a position in VCIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $527K in Q1 2026. 440 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Wellspring Financial Advisors held 3,194 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $264K as of Q2 2026.
  • Wellspring Financial Advisors sold 3,180 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $263K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #234 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $527K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.