EWA
VTC icon

EverSource Wealth Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-1,100
Closed -$83.3K – 4179
2024
Q4 		$83.3K Buy
+1,100
New +$84.9K ﹤0.01% 967

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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

EverSource Wealth Advisors's VTC Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2025, closing a stake of 1,100 shares — an estimated $83.3K sold.

EverSource Wealth Advisors first reported a position in VTC in Q4 2024 and held it in 1 quarter. The position peaked at $83.3K in Q4 2024. 110 funds tracked by Wall St. Rank hold VTC as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,100 Vanguard Total Corporate Bond ETF shares in Q1 2025, an estimated $83.3K.
  • EverSource Wealth Advisors first reported a position in Vanguard Total Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Vanguard Total Corporate Bond ETF position peaked at $83.3K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.