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 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

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

Axxcess Wealth Management's VTC Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2026, closing a stake of 772,526 shares — an estimated $60M sold.

Axxcess Wealth Management first reported a position in VTC in Q3 2023 and held it in 10 quarters. The position peaked at $60M in Q4 2025. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

Axxcess Wealth Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 772,526 Vanguard Total Corporate Bond ETF shares in Q1 2026, an estimated $60M.
Axxcess Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and held it in 10 quarters.
Axxcess Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $60M in Q4 2025.
139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.