Lake Street Advisors Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$1.53M	Hold	20,225	–	–	0.07%	174
2024 Q3	$1.6M	Buy	20,225 +1,149	+6%	+$89.4K	0.07%	158
2024 Q2	$1.44M	Hold	19,076	–	–	0.07%	169
2024 Q1	$1.46M	Hold	19,076	–	–	0.07%	178
2023 Q4	$1.48M	Buy	+19,076	New	+$1.4M	0.07%	174

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Lake Street Advisors Group's VTC Position: Q4 2024 in Review

Lake Street Advisors Group held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q4 2024 at 20,225 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #174.

Lake Street Advisors Group first reported a position in VTC in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.6M in Q3 2024. 113 funds tracked by Wall St. Rank hold VTC as of Q4 2024.

Lake Street Advisors Group held 20,225 shares of Vanguard Total Corporate Bond ETF worth $1.53M as of Q4 2024.
Lake Street Advisors Group left its Vanguard Total Corporate Bond ETF share count unchanged in Q4 2024.
Vanguard Total Corporate Bond ETF made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #174 holding.
Lake Street Advisors Group first reported a position in Vanguard Total Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
Lake Street Advisors Group's Vanguard Total Corporate Bond ETF position peaked at $1.6M in Q3 2024.
113 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.