Janney Montgomery Scott’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Janney Montgomery Scott’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
2023 Q1	–	Sell	-4,201	Closed	-$312K	–	2698
2022 Q4	$312K	Buy	4,201 +290	+7%	+$21.4K	﹤0.01%	2096
2022 Q3	$284K	Sell	3,911 -1,823	-32%	-$140K	﹤0.01%	2056
2022 Q2	$438K	Hold	5,734	–	–	﹤0.01%	1674
2022 Q1	$479K	Hold	5,734	–	–	﹤0.01%	1640
2021 Q4	$520K	Hold	5,734	–	–	﹤0.01%	1697
2021 Q3	$523K	Sell	5,734 -140	-2%	-$12.9K	﹤0.01%	1632
2021 Q2	$540K	Sell	5,874 -11,425	-66%	-$1.03M	﹤0.01%	1590
2021 Q1	$1.55M	Buy	17,299 +5,669	+49%	+$517K	0.01%	999
2020 Q4	$1.09M	Hold	11,630	–	–	0.01%	1137
2020 Q3	$1.07M	Buy	11,630 +140	+1%	+$13K	0.01%	1068
2020 Q2	$1.06M	Buy	+11,490	New	+$1.02M	0.01%	1017

Other funds holding VTC

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WPC

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

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Janney Montgomery Scott's VTC Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Vanguard Total Corporate Bond ETF (VTC) in Q1 2023, closing a stake of 4,201 shares — an estimated $312K sold.

Janney Montgomery Scott first reported a position in VTC in Q2 2020 and held it in 11 quarters. The position peaked at $1.55M in Q1 2021. 79 funds tracked by Wall St. Rank hold VTC as of Q1 2023.

Janney Montgomery Scott reported no remaining Vanguard Total Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Janney Montgomery Scott sold 4,201 Vanguard Total Corporate Bond ETF shares in Q1 2023, an estimated $312K.
Janney Montgomery Scott first reported a position in Vanguard Total Corporate Bond ETF in Q2 2020 and held it in 11 quarters.
Janney Montgomery Scott's Vanguard Total Corporate Bond ETF position peaked at $1.55M in Q1 2021.
79 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.