SUCCESSION FINANCIAL, INC.’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$10.4M	Buy	+135,694	New	+$10.4M	9.91%	3

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MML Investors Services

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Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s VTC Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q2 2026: 135,694 shares worth $10.4M. The stake represents 9.91% of the portfolio and ranks #3 among its holdings.

75 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 135,694 shares of Vanguard Total Corporate Bond ETF worth $10.4M as of Q2 2026.
Vanguard Total Corporate Bond ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Vanguard Total Corporate Bond ETF made up 9.91% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #3 holding.
75 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.