Ladenburg Thalmann Financial Services’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$867K	Buy	9,781 +2,676	+38%	+$236K	0.01%	1383
2019 Q3	$629K	Buy	7,105 +1,417	+25%	+$124K	﹤0.01%	1578
2019 Q2	$493K	Buy	5,688 +1,026	+22%	+$86.5K	﹤0.01%	1755
2019 Q1	$390K	Buy	+4,662	New	+$381K	﹤0.01%	1879
2018 Q3	–	Sell	-106	Closed	-$9K	–	5324
2018 Q2	$9K	Hold	106	–	–	﹤0.01%	4320
2018 Q1	$9K	Buy	+106	New	+$8.81K	﹤0.01%	4320

Other funds holding VTC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $668M AUM 22.34% 1-Year Est. Return

PIP

Peachtree Investment Partners Indian River Shores,, Florida $262M AUM 17.39% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VTC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Total Corporate Bond ETF (VTC) stake by 38% in Q4 2019, buying an estimated $236K and bringing the position to 9,781 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #1383.

Ladenburg Thalmann Financial Services first reported a position in VTC in Q1 2018 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold VTC as of Q4 2019.

Ladenburg Thalmann Financial Services held 9,781 shares of Vanguard Total Corporate Bond ETF worth $867K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 2,676 Vanguard Total Corporate Bond ETF shares in Q4 2019, an estimated $236K.
Vanguard Total Corporate Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1383 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard Total Corporate Bond ETF in Q1 2018 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.