GoalFusion Wealth Management, LLC: VCIT position timeline

GoalFusion Wealth Management, LLC held 255,217 VCIT shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 255,217 shares

   Change vs previous 13F -7,104 shares

   7.99% of the 13F portfolio, value $19,986,043.

   13F-HR 0001895678-26-000005 filed by GoalFusion Wealth Management, LLC
   Accepted 2026-10-06 14:42:03 UTC, ingested 2026-10-06 14:42:49 UTC

2. period ended2026-06-30

   13F 262,321 shares

   Change vs previous 13F +14,272 shares

   8.75% of the 13F portfolio, value $21,680,831.

   13F-HR 0001895678-26-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 248,049 shares

   Change vs previous 13F +9,050 shares

   9.31% of the 13F portfolio, value $20,526,055.

   13F-HR 0001895678-26-000002 filed by GoalFusion Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 238,999 shares

   Change vs previous 13F +21,742 shares

   9.26% of the 13F portfolio, value $20,016,166.

   13F-HR 0001895678-26-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 217,257 shares

   Change vs previous 13F +20,228 shares

   8.73% of the 13F portfolio, value $18,273,486.

   13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 197,029 shares

   Change vs previous 13F -4,268 shares

   8.4% of the 13F portfolio, value $16,337,645.

   13F-HR 0001895678-25-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 201,297 shares

   Change vs previous 13F +1,263 shares

   9.01% of the 13F portfolio, value $16,458,043.

   13F-HR 0001895678-25-000003 filed by GoalFusion Wealth Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 200,034 shares

   Change vs previous 13F not available

   8.75% of the 13F portfolio, value $16,056,729.

   13F-HR 0001895678-25-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).