Creative Planning
VTC icon

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
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 $5.02B AUM 7.87% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return