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Biltmore Capital Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Biltmore Capital Advisors’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
2021
Q1 		– Sell
-3,858
Closed -$363K – 143
2020
Q4 		$363K Hold
3,858
– – 0.1% 69
2020
Q3 		$356K Buy
+3,858
New +$359K 0.1% 60

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5L
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Biltmore Capital Advisors's VTC Position: Q1 2021 in Review

Biltmore Capital Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2021, closing a stake of 3,858 shares — an estimated $363K sold.

Biltmore Capital Advisors first reported a position in VTC in Q3 2020 and held it in 2 quarters. The position peaked at $363K in Q4 2020. 64 funds tracked by Wall St. Rank hold VTC as of Q1 2021.

  • Biltmore Capital Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Biltmore Capital Advisors sold 3,858 Vanguard Total Corporate Bond ETF shares in Q1 2021, an estimated $363K.
  • Biltmore Capital Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Biltmore Capital Advisors's Vanguard Total Corporate Bond ETF position peaked at $363K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2021.

Based on Biltmore Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.