CT
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Cambridge Trust’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Cambridge Trust’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
2023
Q2 		– Sell
-4
Closed -$307 – 775
2023
Q1 		$307 Hold
4
– – ﹤0.01% 746
2022
Q4 		$0 Buy
+4
New +$295 ﹤0.01% 904

Other funds holding VTC

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Cambridge Trust's VTC Position: Q2 2023 in Review

Cambridge Trust sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2023, closing a stake of 4 shares — an estimated $307 sold.

Cambridge Trust first reported a position in VTC in Q4 2022 and held it in 2 quarters. The position peaked at $307 in Q1 2023. 78 funds tracked by Wall St. Rank hold VTC as of Q2 2023.

  • Cambridge Trust reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Cambridge Trust sold 4 Vanguard Total Corporate Bond ETF shares in Q2 2023, an estimated $307.
  • Cambridge Trust first reported a position in Vanguard Total Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Cambridge Trust's Vanguard Total Corporate Bond ETF position peaked at $307 in Q1 2023.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.