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

Axxcess 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
Q3 		– Sell
-732,637
Closed -$56.3M – 1237
2026
Q2 		$56.3M Buy
+732,637
New +$56.2M 0.9% 25
2026
Q1 		– Sell
-772,526
Closed -$60M – 992
2025
Q4 		$60M Buy
772,526
+46,288
+6% +$3.62M 1.04% 20
2025
Q3 		$56.9M Buy
726,238
+24,514
+3% +$1.9M 1.2% 17
2025
Q2 		$54.3M Sell
701,724
-3,318
-0.5% -$252K 1.27% 15
2025
Q1 		$54.1M Sell
705,042
-13,849
-2% -$1.06M 1.44% 13
2024
Q4 		$54.4M Buy
718,891
+7,197
+1% +$556K 1.31% 13
2024
Q3 		$56.4M Buy
711,694
+16,906
+2% +$1.32M 1.39% 12
2024
Q2 		$52.6M Buy
694,788
+5,817
+0.8% +$439K 1.39% 13
2024
Q1 		$52.8M Buy
688,971
+18,972
+3% +$1.45M 1.45% 11
2023
Q4 		$51.9M Sell
669,999
-11,269
-2% -$830K 1.51% 11
2023
Q3 		$49.4M Buy
+681,268
New +$50.6M 1.68% 8

Other funds holding VTC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Succession Financial
Succession Financial Mckinney, Texas $104M AUM
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Axxcess Wealth Management's VTC Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q3 2026, closing a stake of 732,637 shares — an estimated $56.3M sold.

Axxcess Wealth Management first reported a position in VTC in Q3 2023 and held it in 11 quarters. The position peaked at $60M in Q4 2025. 35 funds tracked by Wall St. Rank hold VTC as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 732,637 Vanguard Total Corporate Bond ETF shares in Q3 2026, an estimated $56.3M.
  • Axxcess Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and held it in 11 quarters.
  • Axxcess Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $60M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.