Global Retirement Partners’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Global Retirement Partners’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 Q4	$7.34K	Sell	95 -24	-20%	-$1.88K	﹤0.01%	3287
2025 Q3	$9.33K	Buy	119 +1	+0.8%	+$77	﹤0.01%	2734
2025 Q2	$9.09K	Buy	+118	New	+$8.96K	﹤0.01%	2649
2024 Q4	$8.73K	Buy	115 +25	+28%	+$1.93K	﹤0.01%	2440
2024 Q3	$7.14K	Hold	90	–	–	﹤0.01%	2413
2024 Q2	$6.81K	Hold	90	–	–	﹤0.01%	2466
2024 Q1	$6.9K	Buy	90 +10	+13%	+$764	﹤0.01%	2278
2023 Q4	$6.14K	Buy	+80	New	+$5.89K	﹤0.01%	2245

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

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

North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return