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 Q2	$698K	Buy	9,087 +451	+5%	+$34.6K	0.34%	80
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 $5.36B 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 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 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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axis Wealth Partners's VTC Position: Q2 2026 in Review

Axis Wealth Partners increased its Vanguard Total Corporate Bond ETF (VTC) stake by 5.2% in Q2 2026, buying an estimated $34.6K and bringing the position to 9,087 shares worth $698K. The position accounts for 0.34% of the portfolio, ranked #80.

Axis Wealth Partners first reported a position in VTC in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Axis Wealth Partners held 9,087 shares of Vanguard Total Corporate Bond ETF worth $698K as of Q2 2026.
Axis Wealth Partners bought 451 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $34.6K.
Vanguard Total Corporate Bond ETF made up 0.34% of Axis Wealth Partners's portfolio in Q2 2026, its #80 holding.
Axis Wealth Partners first reported a position in Vanguard Total Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.