Creative Financial Designs’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Creative Financial Designs’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	$161K	Sell	2,099 -75	-3%	-$5.76K	0.01%	661
2026 Q1	$167K	Buy	2,174 +1,004	+86%	+$77.9K	0.01%	553
2025 Q4	$90.8K	Hold	1,170	–	–	0.01%	684
2025 Q3	$91.7K	Hold	1,170	–	–	0.01%	670
2025 Q2	$90.5K	Hold	1,170	–	–	0.01%	695
2025 Q1	$89.9K	Buy	1,170 +140	+14%	+$10.7K	0.01%	647
2024 Q4	$78K	Hold	1,030	–	–	0.01%	660
2024 Q3	$81.7K	Hold	1,030	–	–	0.01%	642
2024 Q2	$78K	Hold	1,030	–	–	0.01%	642
2024 Q1	$78.9K	Hold	1,030	–	–	0.01%	616
2023 Q4	$79.8K	Hold	1,030	–	–	0.01%	586
2023 Q3	$74.6K	Buy	1,030 +478	+87%	+$35.5K	0.01%	541
2023 Q2	$41.8K	Hold	552	–	–	﹤0.01%	675
2023 Q1	$42.3K	Hold	552	–	–	0.01%	632
2022 Q4	$41K	Sell	552 -46	-8%	-$3.39K	0.01%	606
2022 Q3	$43K	Hold	598	–	–	0.01%	588
2022 Q2	$46K	Hold	598	–	–	0.01%	567
2022 Q1	$50K	Sell	598 -220	-27%	-$18.9K	0.01%	568
2021 Q4	$74K	Sell	818 -662	-45%	-$60.3K	0.01%	500
2021 Q3	$135K	Hold	1,480	–	–	0.02%	388
2021 Q2	$136K	Hold	1,480	–	–	0.02%	387
2021 Q1	$132K	Sell	1,480 -245	-14%	-$22.4K	0.03%	362
2020 Q4	$162K	Hold	1,725	–	–	0.03%	292
2020 Q3	$159K	Buy	1,725 +181	+12%	+$16.8K	0.04%	268
2020 Q2	$142K	Hold	1,544	–	–	0.04%	236
2020 Q1	$132K	Sell	1,544 -1,020	-40%	-$89.9K	0.07%	155
2019 Q4	$227K	Buy	2,564 +1,266	+98%	+$112K	0.1%	140
2019 Q3	$115K	Buy	1,298 +5	+0.4%	+$438	0.06%	171
2019 Q2	$112K	Sell	1,293 -21	-2%	-$1.77K	0.06%	165
2019 Q1	$110K	Buy	+1,314	New	+$107K	0.07%	157

Other funds holding VTC

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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

Creative Financial Designs's VTC Position: Q2 2026 in Review

Creative Financial Designs reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 3.4% in Q2 2026, selling an estimated $5.76K and leaving 2,099 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #661.

Creative Financial Designs first reported a position in VTC in Q1 2019 and has held it in 30 quarters since. The position peaked at $227K in Q4 2019. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Creative Financial Designs held 2,099 shares of Vanguard Total Corporate Bond ETF worth $161K as of Q2 2026.
Creative Financial Designs sold 75 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $5.76K.
Vanguard Total Corporate Bond ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #661 holding.
Creative Financial Designs first reported a position in Vanguard Total Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
Creative Financial Designs's Vanguard Total Corporate Bond ETF position peaked at $227K in Q4 2019.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.