Consolidated Portfolio Review Corp’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-7,319	Closed	-$576K	–	415
2025 Q3	$576K	Buy	7,319 +1,553	+27%	+$120K	0.07%	249
2025 Q2	$446K	Buy	5,766 +983	+21%	+$74.7K	0.06%	271
2025 Q1	$367K	Buy	4,783 +969	+25%	+$73.9K	0.06%	269
2024 Q4	$289K	Buy	+3,814	New	+$294K	0.05%	307

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return