Forum Finance Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Forum Finance Group’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
2026 Q2	$29K	Buy	+465	New	+$35.7K	0.01%	259

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forum Finance Group's VTC Position: Q2 2026 in Review

Forum Finance Group opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q2 2026: 465 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings.

147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Forum Finance Group held 465 shares of Vanguard Total Corporate Bond ETF worth $29K as of Q2 2026.
Vanguard Total Corporate Bond ETF was a new Forum Finance Group position in Q2 2026.
Vanguard Total Corporate Bond ETF made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #259 holding.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.