Elevate Wealth Advisory’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Elevate Wealth Advisory’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	–	Sell	-185	Closed	-$14.2K	–	132
2026 Q1	$14.2K	Hold	185	–	–	0.01%	113
2025 Q4	$14.4K	Hold	185	–	–	0.01%	109
2025 Q3	$14.5K	Hold	185	–	–	0.01%	107
2025 Q2	$14.3K	Hold	185	–	–	0.01%	122
2025 Q1	$14.2K	Hold	185	–	–	0.01%	116
2024 Q4	$14K	Hold	185	–	–	0.01%	106
2024 Q3	$14.7K	Hold	185	–	–	0.01%	111
2024 Q2	$14K	Hold	185	–	–	0.01%	104
2024 Q1	$14.2K	Hold	185	–	–	0.01%	100
2023 Q4	$14.3K	Buy	+185	New	+$13.6K	0.01%	102

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

Elevate Wealth Advisory's VTC Position: Q2 2026 in Review

Elevate Wealth Advisory sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2026, closing a stake of 185 shares — an estimated $14.2K sold.

Elevate Wealth Advisory first reported a position in VTC in Q4 2023 and held it in 10 quarters. The position peaked at $14.7K in Q3 2024. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Elevate Wealth Advisory reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Elevate Wealth Advisory sold 185 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $14.2K.
Elevate Wealth Advisory first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
Elevate Wealth Advisory's Vanguard Total Corporate Bond ETF position peaked at $14.7K in Q3 2024.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.