KF
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Kelsey Financial’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Kelsey Financial’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 		$906K Buy
11,796
+2,509
+27% +$193K 0.69% 23
2026
Q1 		$714K Sell
9,287
-955
-9% -$74.1K 0.62% 25
2025
Q4 		$795K Buy
+10,242
New +$801K 0.68% 22

Other funds holding VTC

NL
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
Pathstone Holdings
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
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kelsey Financial's VTC Position: Q2 2026 in Review

Kelsey Financial increased its Vanguard Total Corporate Bond ETF (VTC) stake by 27% in Q2 2026, buying an estimated $193K and bringing the position to 11,796 shares worth $906K. The position accounts for 0.69% of the portfolio, ranked #23.

Kelsey Financial first reported a position in VTC in Q4 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Kelsey Financial held 11,796 shares of Vanguard Total Corporate Bond ETF worth $906K as of Q2 2026.
  • Kelsey Financial bought 2,509 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Total Corporate Bond ETF made up 0.69% of Kelsey Financial's portfolio in Q2 2026, its #23 holding.
  • Kelsey Financial first reported a position in Vanguard Total Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.