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 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 $5.02B 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 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elevate Wealth Advisory's VTC Position: Q1 2026 in Review

Elevate Wealth Advisory held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q1 2026 at 185 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #113.

Elevate Wealth Advisory first reported a position in VTC in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.7K in Q3 2024. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

Elevate Wealth Advisory held 185 shares of Vanguard Total Corporate Bond ETF worth $14.2K as of Q1 2026.
Elevate Wealth Advisory left its Vanguard Total Corporate Bond ETF share count unchanged in Q1 2026.
Vanguard Total Corporate Bond ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #113 holding.
Elevate Wealth Advisory first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard Total Corporate Bond ETF position peaked at $14.7K in Q3 2024.
139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.