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

Creative Planning’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 		$479K Sell
6,239
-330
-5% -$25.3K ﹤0.01% 3218
2026
Q1 		$505K Sell
6,569
-133
-2% -$10.3K ﹤0.01% 3026
2025
Q4 		$520K Sell
6,702
-5,381
-45% -$421K ﹤0.01% 2807
2025
Q3 		$947K Buy
12,083
+4,956
+70% +$384K ﹤0.01% 2158
2025
Q2 		$551K Sell
7,127
-444
-6% -$33.7K ﹤0.01% 2378
2025
Q1 		$581K Buy
7,571
+8
+0.1% +$610 ﹤0.01% 2151
2024
Q4 		$573K Buy
7,563
+844
+13% +$65.2K ﹤0.01% 2102
2024
Q3 		$533K Sell
6,719
-367
-5% -$28.6K ﹤0.01% 2052
2024
Q2 		$536K Sell
7,086
-1,001
-12% -$75.5K ﹤0.01% 1882
2024
Q1 		$620K Sell
8,087
-6,234
-44% -$476K ﹤0.01% 1697
2023
Q4 		$1.11M Sell
14,321
-3,802
-21% -$280K ﹤0.01% 1178
2023
Q3 		$1.31M Sell
18,123
-3,300
-15% -$245K ﹤0.01% 1039
2023
Q2 		$1.62M Sell
21,423
-1,395
-6% -$106K ﹤0.01% 911
2023
Q1 		$1.75M Sell
22,818
-5,584
-20% -$424K ﹤0.01% 827
2022
Q4 		$2.11M Sell
28,402
-8,171
-22% -$602K ﹤0.01% 730
2022
Q3 		$2.65M Sell
36,573
-59,507
-62% -$4.59M ﹤0.01% 605
2022
Q2 		$7.4M Sell
96,080
-69,547
-42% -$5.48M 0.01% 376
2022
Q1 		$13.8M Buy
+165,627
New +$14.2M 0.02% 270

Other funds holding VTC

NL
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
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
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's VTC Position: Q2 2026 in Review

Creative Planning reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 5% in Q2 2026, selling an estimated $25.3K and leaving 6,239 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Creative Planning first reported a position in VTC in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.8M in Q1 2022. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Creative Planning held 6,239 shares of Vanguard Total Corporate Bond ETF worth $479K as of Q2 2026.
  • Creative Planning sold 330 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $25.3K.
  • Vanguard Total Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3218 holding.
  • Creative Planning first reported a position in Vanguard Total Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Creative Planning's Vanguard Total Corporate Bond ETF position peaked at $13.8M in Q1 2022.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.