FI
VTC icon

FormulaFolio Investments’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$104K Hold
1,134
– – 0.03% 110
2021
Q1 		$102K Buy
+1,134
New +$103K 0.03% 107

Other funds holding VTC

MC
McMorgan & Co San Francisco, California $618M AUM 8.76% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FormulaFolio Investments's VTC Position: Q2 2021 in Review

FormulaFolio Investments held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q2 2021 at 1,134 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #110.

FormulaFolio Investments first reported a position in VTC in Q1 2021 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold VTC as of Q2 2021.

  • FormulaFolio Investments held 1,134 shares of Vanguard Total Corporate Bond ETF worth $104K as of Q2 2021.
  • FormulaFolio Investments left its Vanguard Total Corporate Bond ETF share count unchanged in Q2 2021.
  • Vanguard Total Corporate Bond ETF made up 0.03% of FormulaFolio Investments's portfolio in Q2 2021, its #110 holding.
  • FormulaFolio Investments first reported a position in Vanguard Total Corporate Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.