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

Williams Financial’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 		$3.93M Buy
47,500
+3,400
+8% +$281K 2.03% 12
2026
Q1 		$3.65M Sell
44,100
-168
-0.4% -$14.1K 2.12% 12
2025
Q4 		$3.71M Buy
+44,268
New +$3.72M 2.15% 10

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

Williams Financial's VCIT Position: Q2 2026 in Review

Williams Financial increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 7.7% in Q2 2026, buying an estimated $281K and bringing the position to 47,500 shares worth $3.93M. The position accounts for 2.03% of the portfolio, ranked #12.

Williams Financial first reported a position in VCIT in Q4 2025 and has held it in 3 quarters since. 1,350 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • Williams Financial held 47,500 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.93M as of Q2 2026.
  • Williams Financial bought 3,400 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $281K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 2.03% of Williams Financial's portfolio in Q2 2026, its #12 holding.
  • Williams Financial first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.