Envestnet Portfolio Solutions’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q2	–	Sell	-2,875	Closed	-$221K	–	1652
2025 Q1	$221K	Sell	2,875 -77,562	-96%	-$5.91M	﹤0.01%	1452
2024 Q4	$6.09M	Sell	80,437 -20,651	-20%	-$1.59M	0.02%	354
2024 Q3	$8.02M	Sell	101,088 -429	-0.4%	-$33.4K	0.03%	290
2024 Q2	$7.68M	Buy	101,517 +5,542	+6%	+$418K	0.03%	280
2024 Q1	$7.35M	Sell	95,975 -113,330	-54%	-$8.66M	0.03%	294
2023 Q4	$16.2M	Buy	209,305 +3,289	+2%	+$242K	0.07%	144
2023 Q3	$14.9M	Buy	+206,016	New	+$15.3M	0.07%	137

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Envestnet Portfolio Solutions's VTC Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2025, closing a stake of 2,875 shares — an estimated $221K sold.

Envestnet Portfolio Solutions first reported a position in VTC in Q3 2023 and held it in 7 quarters. The position peaked at $16.2M in Q4 2023. 116 funds tracked by Wall St. Rank hold VTC as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 2,875 Vanguard Total Corporate Bond ETF shares in Q2 2025, an estimated $221K.
Envestnet Portfolio Solutions first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's Vanguard Total Corporate Bond ETF position peaked at $16.2M in Q4 2023.
116 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.