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 $5.02B 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