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Atria Investments’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Atria Investments’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
2025
Q1 		– Sell
-4,390
Closed -$332K – 2008
2024
Q4 		$332K Sell
4,390
-1,469
-25% -$113K ﹤0.01% 1551
2024
Q3 		$465K Buy
5,859
+127
+2% +$9.89K 0.01% 1369
2024
Q2 		$434K Buy
+5,732
New +$432K 0.01% 1378

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Atria Investments's VTC Position: Q1 2025 in Review

Atria Investments sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2025, closing a stake of 4,390 shares — an estimated $332K sold.

Atria Investments first reported a position in VTC in Q2 2024 and held it in 3 quarters. The position peaked at $465K in Q3 2024. 110 funds tracked by Wall St. Rank hold VTC as of Q1 2025.

  • Atria Investments reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 4,390 Vanguard Total Corporate Bond ETF shares in Q1 2025, an estimated $332K.
  • Atria Investments first reported a position in Vanguard Total Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Atria Investments's Vanguard Total Corporate Bond ETF position peaked at $465K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.