Concurrent Investment Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Concurrent Investment 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
2026 Q2	$10.5M	Buy	+136,096	New	+$10.4M	0.09%	248

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

Concurrent Investment Advisors's VTC Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q2 2026: 136,096 shares worth $10.5M. The stake represents 0.09% of the portfolio and ranks #248 among its holdings.

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

Concurrent Investment Advisors held 136,096 shares of Vanguard Total Corporate Bond ETF worth $10.5M as of Q2 2026.
Vanguard Total Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
Vanguard Total Corporate Bond ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #248 holding.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.