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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

WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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.

35 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.
  • 35 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.