Golden State Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Golden State Wealth 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
2026 Q2	$404K	Buy	5,263 +65	+1%	+$4.99K	0.04%	316
2026 Q1	$399K	Buy	5,198 +41	+0.8%	+$3.18K	0.04%	292
2025 Q4	$400K	Buy	5,157 +81	+2%	+$6.33K	0.04%	287
2025 Q3	$398K	Buy	5,076 +63	+1%	+$4.88K	0.04%	280
2025 Q2	$388K	Buy	5,013 +60	+1%	+$4.56K	0.05%	278
2025 Q1	$380K	Buy	4,953 +37	+0.8%	+$2.82K	0.06%	252
2024 Q4	$372K	Buy	+4,916	New	+$380K	0.06%	238

Other funds holding VTC

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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 40.89% 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

Golden State Wealth Management's VTC Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Total Corporate Bond ETF (VTC) stake by 1.3% in Q2 2026, buying an estimated $4.99K and bringing the position to 5,263 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #316.

Golden State Wealth Management first reported a position in VTC in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Golden State Wealth Management held 5,263 shares of Vanguard Total Corporate Bond ETF worth $404K as of Q2 2026.
Golden State Wealth Management bought 65 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $4.99K.
Vanguard Total Corporate Bond ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #316 holding.
Golden State Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.