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 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Axxcess Wealth Management's VTC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q2 2026: 732,637 shares worth $56.3M. The stake represents 0.9% of the portfolio and ranks #25 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VTC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VTC in Q3 2023 and has held it in 11 quarters since. The position peaked at $60M in Q4 2025. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Axxcess Wealth Management held 732,637 shares of Vanguard Total Corporate Bond ETF worth $56.3M as of Q2 2026.
Vanguard Total Corporate Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
Vanguard Total Corporate Bond ETF made up 0.9% of Axxcess Wealth Management's portfolio in Q2 2026, its #25 holding.
Axxcess Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $60M in Q4 2025.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

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