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Financial Advocates Investment Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Financial Advocates Investment Management’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
2024
Q2 		– Sell
-200,623
Closed -$15.4M – 831
2024
Q1 		$15.4M Buy
200,623
+32,037
+19% +$2.45M 0.89% 15
2023
Q4 		$13.1M Buy
168,586
+150,850
+851% +$11.1M 0.85% 18
2023
Q3 		$1.28M Buy
+17,736
New +$1.32M 0.09% 227

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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 $6.28B AUM 24.26% 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 $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Financial Advocates Investment Management's VTC Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2024, closing a stake of 200,623 shares — an estimated $15.4M sold.

Financial Advocates Investment Management first reported a position in VTC in Q3 2023 and held it in 3 quarters. The position peaked at $15.4M in Q1 2024. 101 funds tracked by Wall St. Rank hold VTC as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 200,623 Vanguard Total Corporate Bond ETF shares in Q2 2024, an estimated $15.4M.
  • Financial Advocates Investment Management first reported a position in Vanguard Total Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Financial Advocates Investment Management's Vanguard Total Corporate Bond ETF position peaked at $15.4M in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.