Kovitz Investment Group Partners’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Kovitz Investment Group Partners’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
2022 Q2	–	Sell	-2,640	Closed	-$220K	–	428
2022 Q1	$220K	Sell	2,640 -537	-17%	-$46.2K	﹤0.01%	403
2021 Q4	$299K	Buy	3,177 +160	+5%	+$14.6K	0.01%	374
2021 Q3	$275K	Sell	3,017 -60	-2%	-$5.55K	0.01%	395
2021 Q2	$283K	Hold	3,077	–	–	0.01%	387
2021 Q1	$275K	Sell	3,077 -100	-3%	-$9.13K	0.01%	374
2020 Q4	$299K	Sell	3,177 -120	-4%	-$11.2K	0.01%	373
2020 Q3	$304K	Buy	3,297 +75	+2%	+$6.98K	0.01%	357
2020 Q2	$296K	Sell	3,222 -40	-1%	-$3.56K	0.01%	338
2020 Q1	$279K	Sell	3,262 -60	-2%	-$5.29K	0.01%	336
2019 Q4	$294K	Hold	3,322	–	–	0.01%	344
2019 Q3	$294K	Sell	3,322 -170	-5%	-$14.9K	0.01%	337
2019 Q2	$303K	Hold	3,492	–	–	0.01%	328
2019 Q1	$292K	Buy	+3,492	New	+$285K	0.01%	337

Other funds holding VTC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAAS

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners's VTC Position: Q2 2022 in Review

Kovitz Investment Group Partners sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2022, closing a stake of 2,640 shares — an estimated $220K sold.

Kovitz Investment Group Partners first reported a position in VTC in Q1 2019 and held it in 13 quarters. The position peaked at $304K in Q3 2020. 72 funds tracked by Wall St. Rank hold VTC as of Q2 2022.

Kovitz Investment Group Partners reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Kovitz Investment Group Partners sold 2,640 Vanguard Total Corporate Bond ETF shares in Q2 2022, an estimated $220K.
Kovitz Investment Group Partners first reported a position in Vanguard Total Corporate Bond ETF in Q1 2019 and held it in 13 quarters.
Kovitz Investment Group Partners's Vanguard Total Corporate Bond ETF position peaked at $304K in Q3 2020.
72 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2022, filed 2 Aug 2022.