Investment Advisory Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Investment Advisory 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
2025 Q4	–	Sell	-2,571	Closed	-$202K	–	198
2025 Q3	$202K	Buy	+2,571	New	+$199K	0.05%	187
2024 Q3	–	Sell	-4,339	Closed	-$328K	–	175
2024 Q2	$328K	Buy	4,339 +500	+13%	+$37.7K	0.13%	113
2024 Q1	$294K	Hold	3,839	–	–	0.12%	117
2023 Q4	$297K	Buy	3,839 +19	+0.5%	+$1.4K	0.14%	107
2023 Q3	$277K	Buy	3,820 +280	+8%	+$20.8K	0.14%	103
2023 Q2	$268K	Buy	3,540 +260	+8%	+$19.7K	0.14%	112
2023 Q1	$251K	Hold	3,280	–	–	0.14%	116
2022 Q4	$243K	Hold	3,280	–	–	0.15%	116
2022 Q3	$238K	Buy	3,280 +198	+6%	+$15.3K	0.17%	105
2022 Q2	$236K	Buy	+3,082	New	+$243K	0.16%	106

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

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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

NDSIB

North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

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

WIM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investment Advisory Group's VTC Position: Q4 2025 in Review

Investment Advisory Group sold out of Vanguard Total Corporate Bond ETF (VTC) in Q4 2025, closing a stake of 2,571 shares — an estimated $202K sold.

Investment Advisory Group first reported a position in VTC in Q2 2022 and held it in 10 quarters. The position peaked at $328K in Q2 2024. 137 funds tracked by Wall St. Rank hold VTC as of Q4 2025.

Investment Advisory Group reported no remaining Vanguard Total Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Investment Advisory Group sold 2,571 Vanguard Total Corporate Bond ETF shares in Q4 2025, an estimated $202K.
Investment Advisory Group first reported a position in Vanguard Total Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
Investment Advisory Group's Vanguard Total Corporate Bond ETF position peaked at $328K in Q2 2024.
137 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2025.

Based on Investment Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.