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Advisor Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Advisor Group’s Portfolio VTC Stock Details VTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$398K Buy
4,498
+2
+0% +$177 ﹤0.01% 1843
2019
Q3 		$398K Buy
4,496
+1,256
+39% +$110K ﹤0.01% 1777
2019
Q2 		$281K Buy
+3,240
New +$273K ﹤0.01% 2049

Other funds holding VTC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return
PIP
Peachtree Investment Partners Indian River Shores,, Florida $262M AUM 17.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Advisor Group's VTC Position: Q4 2019 in Review

Advisor Group increased its Vanguard Total Corporate Bond ETF (VTC) stake by 0.04% in Q4 2019, buying an estimated $177 and bringing the position to 4,498 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Advisor Group first reported a position in VTC in Q2 2019 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold VTC as of Q4 2019.

  • Advisor Group held 4,498 shares of Vanguard Total Corporate Bond ETF worth $398K as of Q4 2019.
  • Advisor Group bought 2 Vanguard Total Corporate Bond ETF shares in Q4 2019, an estimated $177.
  • Vanguard Total Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1843 holding.
  • Advisor Group first reported a position in Vanguard Total Corporate Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.