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

Kestra Private Wealth 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 		– Sell
-3,528
Closed -$271K – 1917
2026
Q1 		$271K Sell
3,528
-3,978
-53% -$309K ﹤0.01% 1499
2025
Q4 		$583K Sell
7,506
-384
-5% -$30K 0.01% 1085
2025
Q3 		$618K Sell
7,890
-504
-6% -$39.1K 0.01% 995
2025
Q2 		$649K Sell
8,394
-2,744
-25% -$208K 0.01% 921
2025
Q1 		$855K Sell
11,138
-10,460
-48% -$797K 0.01% 736
2024
Q4 		$1.64M Sell
21,598
-1,314
-6% -$101K 0.03% 485
2024
Q3 		$1.82M Buy
22,912
+192
+0.8% +$14.9K 0.03% 450
2024
Q2 		$1.72M Buy
22,720
+593
+3% +$44.7K 0.03% 428
2024
Q1 		$1.7M Sell
22,127
-2,048
-8% -$157K 0.04% 417
2023
Q4 		$1.87M Buy
24,175
+288
+1% +$21.2K 0.05% 364
2023
Q3 		$1.73M Buy
23,887
+375
+2% +$27.9K 0.05% 331
2023
Q2 		$1.78M Sell
23,512
-2,743
-10% -$208K 0.06% 321
2023
Q1 		$2.01M Buy
26,255
+620
+2% +$47.1K 0.08% 270
2022
Q4 		$1.9M Buy
25,635
+189
+0.7% +$13.9K 0.1% 242
2022
Q3 		$1.85M Sell
25,446
-469
-2% -$36.1K 0.11% 218
2022
Q2 		$2M Sell
25,915
-1,516
-6% -$119K 0.11% 216
2022
Q1 		$2.29M Buy
27,431
+1,834
+7% +$158K 0.11% 198
2021
Q4 		$2.32M Buy
25,597
+943
+4% +$85.9K 0.11% 192
2021
Q3 		$2.25M Buy
24,654
+1,048
+4% +$96.9K 0.13% 177
2021
Q2 		$2.17M Buy
23,606
+7,191
+44% +$651K 0.13% 171
2021
Q1 		$1.47M Buy
16,415
+5,255
+47% +$480K 0.1% 221
2020
Q4 		$1.05M Buy
11,160
+4,355
+64% +$405K 0.08% 259
2020
Q3 		$627K Buy
+6,805
New +$633K 0.05% 340

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 $4.18B AUM 18.65% 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 40.89% 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

Kestra Private Wealth Services's VTC Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2026, closing a stake of 3,528 shares — an estimated $271K sold.

Kestra Private Wealth Services first reported a position in VTC in Q3 2020 and held it in 23 quarters. The position peaked at $2.32M in Q4 2021. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,528 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $271K.
  • Kestra Private Wealth Services first reported a position in Vanguard Total Corporate Bond ETF in Q3 2020 and held it in 23 quarters.
  • Kestra Private Wealth Services's Vanguard Total Corporate Bond ETF position peaked at $2.32M in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

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