IFP Advisors’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

IFP Advisors’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 Q1	$260K	Buy	3,379 +767	+29%	+$59.5K	0.01%	1258
2025 Q4	$203K	Buy	+2,612	New	+$204K	﹤0.01%	1368
2023 Q2	–	Sell	-415	Closed	-$33.7K	–	3581
2023 Q1	$33.7K	Buy	415 +1	+0.2%	+$76	﹤0.01%	1767
2022 Q4	$34K	Buy	414 +3	+0.7%	+$221	﹤0.01%	2520
2022 Q3	$33K	Buy	411 +3	+0.7%	+$231	﹤0.01%	2707
2022 Q2	$33K	Hold	408	–	–	﹤0.01%	2472
2022 Q1	$33K	Buy	408 +5	+1%	+$430	﹤0.01%	2472
2021 Q4	$37K	Buy	403 +3	+0.8%	+$273	﹤0.01%	1674
2021 Q3	$36K	Buy	+400	New	+$37K	﹤0.01%	1722
2019 Q1	$5K	Hold	58	–	–	﹤0.01%	1885
2018 Q4	$5K	Sell	58 -8,270	-99%	-$660K	﹤0.01%	2879
2018 Q3	$676K	Buy	8,328 +8,151	+4,605%	+$663K	0.03%	562
2018 Q2	$14K	Buy	+177	New	+$14.4K	﹤0.01%	2706

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

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

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

MML Investors Services

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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