Focus Financial Network’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Focus Financial Network’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
2020 Q4	–	Sell	-3,389	Closed	-$312K	–	486
2020 Q3	$312K	Buy	+3,389	New	+$315K	0.03%	328
2020 Q2	–	Sell	-4,342	Closed	-$371K	–	425
2020 Q1	$371K	Buy	+4,342	New	+$383K	0.05%	252

Other funds holding VTC

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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

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

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

22CM

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Focus Financial Network's VTC Position: Q4 2020 in Review

Focus Financial Network sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2020, closing a stake of 3,389 shares — an estimated $312K sold.

Focus Financial Network first reported a position in VTC in Q1 2020 and held it in 2 quarters. The position peaked at $371K in Q1 2020. 70 funds tracked by Wall St. Rank hold VTC as of Q4 2020.

Focus Financial Network reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Focus Financial Network sold 3,389 Vanguard Total Corporate Bond ETF shares in Q4 2020, an estimated $312K.
Focus Financial Network first reported a position in Vanguard Total Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
Focus Financial Network's Vanguard Total Corporate Bond ETF position peaked at $371K in Q1 2020.
70 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2020.

Based on Focus Financial Network's 13F filing for Q4 2020, filed 24 Jul 2024.