Kestra Advisory Services’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Kestra Advisory Services’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	$355K	Sell	4,629 -4,653	-50%	-$357K	﹤0.01%	2609
2026 Q1	$713K	Buy	9,282 +5,433	+141%	+$422K	﹤0.01%	1963
2025 Q4	$299K	Buy	3,849 +7	+0.2%	+$547	﹤0.01%	2541
2025 Q3	$301K	Sell	3,842 -329	-8%	-$25.5K	﹤0.01%	2438
2025 Q2	$323K	Buy	+4,171	New	+$317K	﹤0.01%	2285
2025 Q1	–	Sell	-3,824	Closed	-$290K	–	2907
2024 Q4	$290K	Buy	+3,824	New	+$295K	﹤0.01%	2243
2023 Q4	–	Sell	-3,250	Closed	-$235K	–	2341
2023 Q3	$235K	Buy	+3,250	New	+$241K	﹤0.01%	1832
2023 Q1	–	Sell	-3,999	Closed	-$297K	–	2318
2022 Q4	$297K	Buy	3,999 +44	+1%	+$3.24K	﹤0.01%	1753
2022 Q3	$287K	Buy	3,955 +7	+0.2%	+$539	﹤0.01%	1621
2022 Q2	$304K	Sell	3,948 -446	-10%	-$35.1K	﹤0.01%	1618
2022 Q1	$367K	Buy	4,394 +15	+0.3%	+$1.29K	﹤0.01%	1479
2021 Q4	$397K	Buy	4,379 +30	+0.7%	+$2.73K	﹤0.01%	1437
2021 Q3	$397K	Buy	4,349 +56	+1%	+$5.18K	﹤0.01%	1510
2021 Q2	$395K	Sell	4,293 -849	-17%	-$76.9K	﹤0.01%	1410
2021 Q1	$460K	Sell	5,142 -730	-12%	-$66.6K	0.01%	1236
2020 Q4	$552K	Buy	5,872 +5,772	+5,772%	+$537K	0.01%	1158
2020 Q3	$614K	Buy	+100	New	+$9.31K	0.01%	798

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

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 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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Advisory Services's VTC Position: Q2 2026 in Review

Kestra Advisory Services reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 50% in Q2 2026, selling an estimated $357K and leaving 4,629 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Kestra Advisory Services first reported a position in VTC in Q3 2020 and has held it in 17 quarters since. The position peaked at $713K in Q1 2026. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Kestra Advisory Services held 4,629 shares of Vanguard Total Corporate Bond ETF worth $355K as of Q2 2026.
Kestra Advisory Services sold 4,653 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $357K.
Vanguard Total Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2609 holding.
Kestra Advisory Services first reported a position in Vanguard Total Corporate Bond ETF in Q3 2020 and has held it in 17 quarters since.
Kestra Advisory Services's Vanguard Total Corporate Bond ETF position peaked at $713K in Q1 2026.
147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.