AWM
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AE Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

AE Wealth Management’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
2026
Q2 		$449K Sell
5,849
-34
-0.6% -$2.61K ﹤0.01% 1275
2026
Q1 		$452K Sell
5,883
-143
-2% -$11.1K ﹤0.01% 1162
2025
Q4 		$468K Buy
6,026
+790
+15% +$61.8K ﹤0.01% 1083
2025
Q3 		$410K Sell
5,236
-62
-1% -$4.8K ﹤0.01% 1045
2025
Q2 		$410K Sell
5,298
-163
-3% -$12.4K ﹤0.01% 995
2025
Q1 		$419K Sell
5,461
-502
-8% -$38.3K ﹤0.01% 971
2024
Q4 		$451K Sell
5,963
-152
-2% -$11.7K ﹤0.01% 938
2024
Q3 		$485K Sell
6,115
-70
-1% -$5.45K ﹤0.01% 896
2024
Q2 		$468K Sell
6,185
-15,637
-72% -$1.18M ﹤0.01% 900
2024
Q1 		$1.67M Sell
21,822
-1,467
-6% -$112K 0.02% 539
2023
Q4 		$1.78M Buy
23,289
+14,466
+164% +$1.07M 0.01% 945
2023
Q3 		$639K Sell
8,823
-800
-8% -$59.4K ﹤0.01% 1267
2023
Q2 		$728K Buy
9,623
+45
+0.5% +$3.41K ﹤0.01% 1212
2023
Q1 		$734K Sell
9,578
-1,807
-16% -$137K ﹤0.01% 1173
2022
Q4 		$845K Sell
11,385
-2,112
-16% -$156K 0.01% 1053
2022
Q3 		$980K Sell
13,497
-1,519
-10% -$117K 0.01% 946
2022
Q2 		$1.16M Sell
15,016
-4,051
-21% -$319K 0.01% 842
2022
Q1 		$1.59M Sell
19,067
-7,320
-28% -$630K 0.01% 765
2021
Q4 		$2.39M Buy
26,387
+2,653
+11% +$242K 0.02% 641
2021
Q3 		$2.17M Buy
23,734
+3,626
+18% +$335K 0.02% 620
2021
Q2 		$1.85M Sell
20,108
-7,907
-28% -$716K 0.02% 657
2021
Q1 		$2.5M Buy
28,015
+1,221
+5% +$111K 0.03% 507
2020
Q4 		$2.52M Buy
26,794
+1,650
+7% +$153K 0.03% 434
2020
Q3 		$2.32M Sell
25,144
-8,825
-26% -$821K 0.03% 388
2020
Q2 		$3.12M Buy
33,969
+12,684
+60% +$1.13M 0.05% 300
2020
Q1 		$1.82M Buy
21,285
+8,662
+69% +$763K 0.04% 328
2019
Q4 		$1.12M Buy
+12,623
New +$1.12M 0.02% 511

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's VTC Position: Q2 2026 in Review

AE Wealth Management reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 0.58% in Q2 2026, selling an estimated $2.61K and leaving 5,849 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

AE Wealth Management first reported a position in VTC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.12M in Q2 2020. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • AE Wealth Management held 5,849 shares of Vanguard Total Corporate Bond ETF worth $449K as of Q2 2026.
  • AE Wealth Management sold 34 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $2.61K.
  • Vanguard Total Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1275 holding.
  • AE Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • AE Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $3.12M in Q2 2020.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.