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

Atria Wealth Solutions’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 Q2	–	Sell	-31,484	Closed	-$2.42M	–	1918
2025 Q1	$2.42M	Sell	31,484 -12,851	-29%	-$980K	0.03%	562
2024 Q4	$3.36M	Sell	44,335 -3,337	-7%	-$258K	0.04%	472
2024 Q3	$3.78M	Buy	47,672 +1,058	+2%	+$82.4K	0.04%	420
2024 Q2	$3.53M	Buy	46,614 +2,593	+6%	+$196K	0.04%	435
2024 Q1	$3.37M	Buy	44,021 +2,767	+7%	+$211K	0.04%	460
2023 Q4	$3.2M	Buy	41,254 +929	+2%	+$68.4K	0.04%	446
2023 Q3	$2.92M	Sell	40,325 -1,613	-4%	-$120K	0.04%	443
2023 Q2	$3.17M	Sell	41,938 -9,291	-18%	-$704K	0.04%	423
2023 Q1	$3.93M	Sell	51,229 -1,040	-2%	-$79K	0.06%	325
2022 Q4	$3.88M	Sell	52,269 -3,778	-7%	-$278K	0.06%	310
2022 Q3	$4.07M	Sell	56,047 -7,736	-12%	-$596K	0.07%	272
2022 Q2	$4.92M	Sell	63,783 -6,064	-9%	-$477K	0.09%	238
2022 Q1	$5.83M	Buy	+69,847	New	+$6.01M	0.1%	222

Other funds holding VTC

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Atria Wealth Solutions's VTC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2025, closing a stake of 31,484 shares — an estimated $2.42M sold.

Atria Wealth Solutions first reported a position in VTC in Q1 2022 and held it in 13 quarters. The position peaked at $5.83M in Q1 2022. 116 funds tracked by Wall St. Rank hold VTC as of Q2 2025.

Atria Wealth Solutions reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 31,484 Vanguard Total Corporate Bond ETF shares in Q2 2025, an estimated $2.42M.
Atria Wealth Solutions first reported a position in Vanguard Total Corporate Bond ETF in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Vanguard Total Corporate Bond ETF position peaked at $5.83M in Q1 2022.
116 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.