BHWM
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Bay Harbor Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Bay Harbor 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 		$40K Buy
520
+82
+19% +$6.37K 0.01% 127
2025
Q4 		$34K Hold
438
– – 0.01% 117
2025
Q3 		$34.3K Hold
438
– – 0.01% 113
2025
Q2 		$33.9K Hold
438
– – 0.01% 116
2025
Q1 		$33.6K Buy
438
+37
+9% +$2.82K 0.01% 110
2024
Q4 		$30.4K Hold
401
– – 0.01% 114
2024
Q3 		$31.8K Hold
401
– – 0.01% 110
2024
Q2 		$30.4K Hold
401
– – 0.01% 109
2024
Q1 		$30.7K Buy
+401
New +$30.6K 0.01% 111

Other funds holding VTC

NL
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
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return