Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cassady Wealth & Retirement Planning »

Vanguard Intermediate Tm Cpte Bd ETF shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Vanguard Intermediate Tm Cpte Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Cassady Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.1M	14k	83.75

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Legg Mason Etf Invt Franklin Intl Lw (LVHI)

Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Amplify Etf Tr Cwp Enhanced Div (DIVO)

Capital Group Core Balanced SHS (CGBL)

Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)

Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments

Creative Planning

LPL Financial

Envestnet Asset Management

CI Private Wealth

Wells Fargo & Company

Raymond James Financial

Pnc Financial Services

UBS Group

State of Tennessee, Treasury Department

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z