BFCFSI
VCIT icon

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$4.88M Buy
59,100
+3,201
+6% +$265K 0.66% 20
2026
Q1 		$4.63M Buy
55,899
+761
+1% +$63.7K 0.62% 21
2025
Q4 		$4.62M Buy
55,138
+93
+0.2% +$7.82K 0.61% 24
2025
Q3 		$4.63M Buy
55,045
+1,730
+3% +$144K 0.66% 21
2025
Q2 		$4.42M Buy
53,315
+1,078
+2% +$87.6K 0.69% 19
2025
Q1 		$4.27M Buy
52,237
+1,291
+3% +$104K 0.71% 17
2024
Q4 		$4.09M Buy
50,946
+5,549
+12% +$453K 0.69% 17
2024
Q3 		$3.8M Buy
+45,397
New +$3.73M 0.6% 23

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s VCIT Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 5.7% in Q2 2026, buying an estimated $265K and bringing the position to 59,100 shares worth $4.88M. The position accounts for 0.66% of the portfolio, ranked #20.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in VCIT in Q3 2024 and has held it in 8 quarters since. 1,371 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 59,100 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4.88M as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 3,201 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $265K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.66% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #20 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.