LFG
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Larson Financial Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Larson Financial 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
2026
Q1 		$6.15K Sell
80
-974
-92% -$75.6K ﹤0.01% 2493
2025
Q4 		$81.8K Buy
1,054
+16
+2% +$1.25K ﹤0.01% 1008
2025
Q3 		$81.4K Buy
1,038
+11
+1% +$852 ﹤0.01% 971
2025
Q2 		$79.4K Buy
1,027
+12
+1% +$911 ﹤0.01% 919
2025
Q1 		$78K Buy
1,015
+7
+0.7% +$534 ﹤0.01% 865
2024
Q4 		$76.3K Buy
1,008
+14
+1% +$1.08K ﹤0.01% 784
2024
Q3 		$78.8K Buy
994
+10
+1% +$778 ﹤0.01% 786
2024
Q2 		$74.5K Buy
984
+10
+1% +$754 0.01% 718
2024
Q1 		$74.6K Buy
974
+6
+0.6% +$459 0.01% 603
2023
Q4 		$75K Buy
968
+26
+3% +$1.92K 0.01% 545
2023
Q3 		$68.2K Hold
942
– – 0.01% 533
2023
Q2 		$71.3K Buy
942
+862
+1,078% +$65.3K 0.01% 479
2023
Q1 		$6.13K Buy
+80
New +$6.07K ﹤0.01% 1042

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