LJAC
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L.J. Altfest & Co’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

L.J. Altfest & Co’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
Q1 		$364K Sell
4,737
-113
-2% -$8.77K 0.04% 252
2025
Q4 		$377K Buy
4,850
+8
+0.2% +$625 0.04% 256
2025
Q3 		$380K Buy
4,842
+188
+4% +$14.6K 0.04% 254
2025
Q2 		$360K Buy
4,654
+109
+2% +$8.28K 0.04% 262
2025
Q1 		$349K Sell
4,545
-197
-4% -$15K 0.04% 250
2024
Q4 		$359K Buy
4,742
+269
+6% +$20.8K 0.05% 249
2024
Q3 		$355K Buy
4,473
+55
+1% +$4.28K 0.05% 254
2024
Q2 		$334K Sell
4,418
-215
-5% -$16.2K 0.05% 246
2024
Q1 		$355K Buy
4,633
+356
+8% +$27.2K 0.05% 235
2023
Q4 		$331K Buy
4,277
+13
+0.3% +$957 0.05% 242
2023
Q3 		$309K Buy
4,264
+130
+3% +$9.66K 0.05% 236
2023
Q2 		$313K Buy
4,134
+376
+10% +$28.5K 0.05% 234
2023
Q1 		$288K Sell
3,758
-1,414
-27% -$107K 0.05% 225
2022
Q4 		$384K Sell
5,172
-130
-2% -$9.58K 0.06% 180
2022
Q3 		$385K Buy
5,302
+1,966
+59% +$151K 0.07% 173
2022
Q2 		$257K Buy
+3,336
New +$263K 0.05% 221
2022
Q1 		– Sell
-2,321
Closed -$210K – 290
2021
Q4 		$210K Buy
+2,321
New +$211K 0.04% 236

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

L.J. Altfest & Co's VTC Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 2.3% in Q1 2026, selling an estimated $8.77K and leaving 4,737 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #252.

L.J. Altfest & Co first reported a position in VTC in Q4 2021 and has held it in 17 quarters since. The position peaked at $385K in Q3 2022. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

  • L.J. Altfest & Co held 4,737 shares of Vanguard Total Corporate Bond ETF worth $364K as of Q1 2026.
  • L.J. Altfest & Co sold 113 Vanguard Total Corporate Bond ETF shares in Q1 2026, an estimated $8.77K.
  • Vanguard Total Corporate Bond ETF made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #252 holding.
  • L.J. Altfest & Co first reported a position in Vanguard Total Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • L.J. Altfest & Co's Vanguard Total Corporate Bond ETF position peaked at $385K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.