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DiPaolo Financial Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

DiPaolo Financial Group’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 		$308K Buy
4,006
+9
+0.2% +$691 0.2% 31
2026
Q1 		$307K Buy
3,997
+292
+8% +$22.7K 0.22% 30
2025
Q4 		$288K Buy
+3,705
New +$290K 0.31% 25

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 40.91% 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

DiPaolo Financial Group's VTC Position: Q2 2026 in Review

DiPaolo Financial Group increased its Vanguard Total Corporate Bond ETF (VTC) stake by 0.23% in Q2 2026, buying an estimated $691 and bringing the position to 4,006 shares worth $308K. The position accounts for 0.2% of the portfolio, ranked #31.

DiPaolo Financial Group first reported a position in VTC in Q4 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • DiPaolo Financial Group held 4,006 shares of Vanguard Total Corporate Bond ETF worth $308K as of Q2 2026.
  • DiPaolo Financial Group bought 9 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $691.
  • Vanguard Total Corporate Bond ETF made up 0.2% of DiPaolo Financial Group's portfolio in Q2 2026, its #31 holding.
  • DiPaolo Financial Group first reported a position in Vanguard Total Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on DiPaolo Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.