Axis Wealth Partners’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Axis Wealth Partners’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 Q1	$664K	Buy	8,636 +42	+0.5%	+$3.26K	0.35%	77
2025 Q4	$667K	Buy	8,594 +118	+1%	+$9.22K	0.37%	72
2025 Q3	$664K	Buy	8,476 +875	+12%	+$67.8K	0.39%	73
2025 Q2	$588K	Buy	7,601 +875	+13%	+$66.5K	0.39%	69
2025 Q1	$517K	Buy	6,726 +259	+4%	+$19.7K	0.38%	77
2024 Q4	$490K	Buy	+6,467	New	+$499K	0.41%	73

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

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

NDSIB

North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axis Wealth Partners's VTC Position: Q1 2026 in Review

Axis Wealth Partners increased its Vanguard Total Corporate Bond ETF (VTC) stake by 0.49% in Q1 2026, buying an estimated $3.26K and bringing the position to 8,636 shares worth $664K. The position accounts for 0.35% of the portfolio, ranked #77.

Axis Wealth Partners first reported a position in VTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $667K in Q4 2025. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

Axis Wealth Partners held 8,636 shares of Vanguard Total Corporate Bond ETF worth $664K as of Q1 2026.
Axis Wealth Partners bought 42 Vanguard Total Corporate Bond ETF shares in Q1 2026, an estimated $3.26K.
Vanguard Total Corporate Bond ETF made up 0.35% of Axis Wealth Partners's portfolio in Q1 2026, its #77 holding.
Axis Wealth Partners first reported a position in Vanguard Total Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's Vanguard Total Corporate Bond ETF position peaked at $667K in Q4 2025.
139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.